Lead report criteria

Advanced Lead Filters

Filter leads by staff member

Apply the Staff Member criterion to the lead report.

Filter leads by status

Apply the Status criterion to the lead report.

Filter leads by source

Apply the Source criterion to the lead report.

Filter leads by tags

Apply the Tags criterion to the lead report.

Filter lost leads

Apply the Lead Type criterion to the lead report.

Filter junk leads

Apply the Lead Type criterion to the lead report.

Filter public leads

Apply the Lead Type criterion to the lead report.

Filter unassigned leads

Apply the Lead Type criterion to the lead report.

Combine multiple lead-filter criteria

Narrow the report using ownership, status, source, geography, tags, type and date together.

Use All Time for lead reports

Apply the All Time period to Created Date or Last Contact.

Filter lead reports for Today

Apply the Today period to Created Date or Last Contact.

Filter lead reports for This Week

Apply the This Week period to Created Date or Last Contact.

Filter lead reports for Last Week

Apply the Last Week period to Created Date or Last Contact.

Filter lead reports for This Month

Apply the This Month period to Created Date or Last Contact.

Filter lead reports for Last Month

Apply the Last Month period to Created Date or Last Contact.

Filter lead reports for This Year

Apply the This Year period to Created Date or Last Contact.

Filter lead reports for Last Year

Apply the Last Year period to Created Date or Last Contact.

Use the rolling 3-month lead period

Apply the 3 Months period to Created Date or Last Contact.

Use the rolling 6-month lead period

Apply the 6 Months period to Created Date or Last Contact.

Use the rolling 12-month lead period

Apply the 12 Months period to Created Date or Last Contact.

Choose Created Date or Last Contact for lead filtering

Select the date column that receives the period condition.

Use a custom lead date range

Filter Created Date or Last Contact between exact From and To dates.