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)
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.
- Select the Reports screen from the left hand menu
- Under the Waiting List section select the Leads report.
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 | 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. |
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,
- Select the reports option icon
- Select the filter icon from the drop-down
- You will then be able to view the current refinements showing. Select the section you wish to refine and edit the selection.
- Once complete, select apply.
Exporting the report
To export the report,
- Select the reports option icon
- Select the export icon from the drop-down
- Select the report format either excel or csv
Updated on: 23/12/2025
Thank you!