The Leads report gives you a date-filtered list of transactions with their totals and amounts paid, to help track activity and follow-ups.
Where to Find It
Reports → Client Reports → Leads
What This Report Shows
Order number and client name
Order total
Amount paid
Filters You Can Apply
Date range — the period you want to review. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Note what this report leaves out automatically:
Only confirmed orders are included. Quotes are excluded.
Cancelled orders and order templates are excluded.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Leads report, contact us at [email protected].