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Reports

Exporting Data from Reports
Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports Executive Reports

Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports Executive Reports

Exporting Data from Reports

Click here to access reports page in LeadCenter.

You can export data from reports in two ways:

  1. PDF download for the entire report.
  2. Export tables to CSV file.

1. PDF download

Click on the download (PDF) button in the upper right corner of the report.

1. Export tables

You can export any report table to a CSV file.

  1. Go to any of the reports table. For example in the All production report, scroll down to the list of accounts table and hover over the three dots in the upper right corner of the table.
  2. Click on the three dots and then click export.
  3. This will open the export window. Click on the CSV radio button, then click the export button.
  4. The report will be downloaded to your computer. For large reports, it may take up to 1 or 2 minutes for the reports to download.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.