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Leads by Location Report (Enterprise Report)
Leads by Location Report (Enterprise Report)
Updated over 3 months ago

To access the Leads by Location Report, click the App Drawer button , then click View All > Reports > Enterprise Reports > Leads by Location.

The Leads by Location Report is an enterprise report that displays a list of leads, sorted by the Enterprise Location at which they were created.

Note: This report is only available to Enterprise Cloud customers.

Summary cards in the leads by location report

Summary card

Description

Total

The total number of leads across all Enterprise Locations during the selected date range.

Headings in the leads by location report

Heading

Description

Location

The name of the Enterprise Location. Only Enterprise Locations that have new leads during the selected date range will be displayed in this report.

Leads

The number of leads generated at the Enterprise Location.

Advanced filters in the leads by location report

Filter

Description

Client Types

Use this filter to determine which clients to include in the report based on their client type.

Home Location

Use this filter to determine which clients to include in the report based on the home location associated with their profile.

This filter will only search for active locations, deactivated locations will not be displayed.

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