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# Lead CRM - Leads Screen Report

# Lead CRM - Leads Screen Report

This article will assist you with viewing the report to display all the information on the Waiting List Screen for the Lead CRM statuses.

Overview

If you are Service is using the full Lead CRM process including Tours and Leads, you are able to report on this via the Waiting List screen.
The report will display all information regarding current Leads and their statuses.

Building the Report

To build the Lead CRM report:

1. Select the **Waiting List** Screen using the left hand menu
2. Select the **Leads** Tab
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_j5mdcw.png)

3. Select **Bulk Action**
4. Select **Export to Excel**
Note: Filters can be used prior to exporting the report, you can also pre-select Leads by ticking the boxes.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_c7d9j0.png)

###### The report will display:

1. **Date and Time** the report was built
2. **Guardian Name**
3. Guardian **Mobile Number**
4. **Landline** if it has been added
5. Guardian **Email address**
6. **Child name**
7. Child **Date of Birth**
8. Requested **Care Start Date**
9. **Care Start Day** (this will automatically default to Monday)
10. Requested **Days of Care**
11. **Tour Status**
12. **Tour Date** if it has been booked
13. **Current Status** of Lead
14. Any applied **Tags** eg. Flexibility on bookings
15. **Centre name** for the Lead

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1itivdp.png)

|| To assist you further with Lead CRM and Managing Waitlist enquiries see: [Help Page - Lead CRM & Managing Waitlists](https://help.xap.rocks/en/article/help-page-lead-crm-managing-waitlists-guides-videos-xwnexf/)