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Reports

Utilize LeadExec reports to get actionable data

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5 articles in this collection
Written by Gabriel Buck and Chris Arenas

How to Create a Pivot (Custom) Report

Create custom reports on critical screens like Maximizer, Search, & Client Distribution
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Written by Gabriel Buck
Updated over a week ago
Dashboard Reports

How to Read Dashboard Reports

Use the dashboards for quick reporting snapshots of what is happening with your leads
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Written by Gabriel Buck
Updated over a week ago
System Reports

Lead Export Scheduler Report

Instructions of expected use and operations
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Written by Chris Arenas
Updated over a week ago

How to View All Reports

Quick summary of reports available in LeadExec
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Written by Gabriel Buck
Updated over a week ago

How to Use Lead Map Report

Use the lead map to see where leads are coming from across the US, in real-time
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Written by Gabriel Buck
Updated over a week ago
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