Lead report criteria
Apply staff, status, source, geography, tags, type and date criteria exactly as implemented.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
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.