Reports

Utilize LeadExec reports to get actionable data

6 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

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

Written by Gabriel Buck
Updated over a week ago

System Reports

Lead Export Scheduler Report

Instructions of expected use and operations

Written by Chris Arenas
Updated over a week ago

How to View All Reports

Quick summary of reports available in LeadExec

Written by Gabriel Buck
Updated over a week ago

How to Monitor Lead Delivery Using Delivery Service

Use the delivery service report to check how leads are being delivered, in real-time

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

Written by Gabriel Buck
Updated over a week ago