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# Leads Report

# Leads Report

This article will assist you with viewing and understanding the Leads report.

### When would I use this report?

The **Leads report** enables you to view all details of leads and their statuses for your Service/s, for reporting purposes, including:
* Lead/tour statuses
* Marketing details
* Next contact dates
* Centre/s the leads are linked to (will assist Users who have Enterprise/multi-centre access)

| This report includes further information than what you are able to view by extracting the excel report from the **Waiting List & Tours** screen. 

The report will display also includes a unique identifier to allow you to cross-reference across multiple reports

### Where can you find this report?

The **Leads** report can be located on your reports screen.

1. Select the **Reports screen** from the left hand menu
2. Under the **Waiting List** section select the **Leads** report.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_10rbsuy.png)

### What will this report show?
This report will display:

| Column | Heading | Description |
| ---- |
| A | Guardian | Displays the first and last name of the Guardian the lead/waitlist enquiry is linked to. |
| B | Mobile Number | Displays the mobile number that has been added for the Lead |
| C | Phone Number | Displays any other phone number that has been added for the Lead |
| D | Email | Displays the email address that has been added for the Lead |
| E | Child | Displays the first and last name of the child the lead is linked to |
| F | Date of Birth | Displays the DOB of the child. |
| G | Care Start Date | Displays the **requested** date to commence care for the lead. |
| H | Care Start Day | Displays the **day of the week** the guardian is requesting to commence care for the lead. |
| I | Day Required | Displays the requested **day of the care** the guardian is requesting to commence care for the lead. |
| J | Tour Status | Displays the **status** of the tours - **booked, none, complete, reschedule, no show**. |
| K | Tour Date | Displays the **date** the tour has been booked for. |
| L | Enquiry Status | Displays the **status** of the lead/enquiry - **active, pending, in progress. lost, archived waitlisted, enrolled**. |
| M | Enquiry Created Date | Displays the date the lead/enquiry was **created** in Xap. |
| N | Enquiry Updated Date | Displays the date the lead/enquiry was **last updated** by a User in Xap (Guardian or Service). |
| O | Next Contact Date | Displays the **next contact** date for the lead/enquiry as managed by the Service. |
| P | Tag(s) | Displays the any auto or manual tag's that have been linked to the lead/enquiry eg. **medical. flexibility for bookings**. |
| Q | Hear About | Displays the **marketing** details that has been linked to the lead/enquiry. |
| R | Centre | Displays the name of the centre the lead/enquiry is linked to. |
| S | Organisation ID | Displays ID of the organisation the lead/enquiry is linked to. |
| T | Provider ID | Displays ID of the provider the lead/enquiry is linked to. |
| U | Centre ID | Displays ID of the centre the lead/enquiry is linked to. |
| V | Enquiry ID | Displays ID of the organisation the lead/enquiry is linked to. |

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_f7utq8.png)


### How would I use this report?

The report can be exported out to **excel** or **csv** formats as well as **filtered**. 

###### Filtering the report

To refine the details listed,
1. Select the **reports option** icon
2. Select the **filter** icon from the drop-down
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1xbptgw.png)

3. You will then be able to view the current refinements showing. Select the section you wish to refine and edit the selection. 
4. Once complete, select **apply**.
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_yg93fr.png)

###### Exporting the report

To export the report,

1. Select the **reports option** icon
2. Select the **export** icon from the drop-down
3. Select the report format either **excel** or ** csv**

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

|| To view all Waitlist reports see: [Help Page - Waiting list reports](https://help.xap.rocks/en/article/help-page-waiting-list-reports-guides-and-videos-1vgwvk3/?bust=1691987507130)