Leads by Location Report (Enterprise Report)

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

This article describes how to view the Leads by Location Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

This report is only available to franchisor business accounts.

In this article:

    To view the Leads by Location Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Corporate Reports.
    4. On the Corporate Reports menu, click Leads by Location. The Leads by Location Report is displayed.

    Summary cards in the Leads by Location Report

    Summary cardDescription
    TotalThe total number of leads across multiple business locations during a selected date range.

    Headings in the Leads by Location Report

    Heading Description
    LOCATIONThe name of the franchise location.
    # OF LEADSThe number of leads generated at the franchise location.

    Advanced filters in the Leads by Location Report

    FilterDescription
    Client TypesUse this filter to determine which clients to include in the report based on their client type.
    Home LocationUse 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.
    Was this article helpful?
    (112 out of 112 people found this article helpful)
    Cancel