LeadCenter.AI Help Center

Contact Us Sign in

Reports

Financial Questionnaire Report
Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Financial Questionnaire Report

The Financial Questionnaire Report provides an operational and compliance view of Financial Questionnaire lifecycle activity. Use it to review questionnaires that have been created, left in draft, submitted, and verified.

The report also shows verifier information, lifecycle event dates, and lead-level status details.

This report is a reporting view only. It does not create, submit, edit, or verify Financial Questionnaires.

Open the Report

  1. In LeadCenter.AI, select Reports in the left sidebar.
  2. Open Compliance Reports.
  3. Select Financial Questionnaire Report .

This report updates every 15 minutes, so the latest data may not appear immediately.

Adjust the Visible Date Range

Use the date-range control to adjust the visible reporting period. The report page does not expose the specific date field used by this control, so use the detail table to review the lifecycle dates shown for each record.

Filter the Report

Use the filters at the top of the report to narrow the Financial Questionnaire activity shown throughout the page. The KPI cards, charts, and detail table respond to the selected filters.

Available filters include:

  • Lead Name (lead_name)
  • Verifier Name (verifier_name)
  • Lead Stage (lead_stage)
  • Status

Select Reset Filters to clear the selected filters and return the report to its default view.

Review KPI Cards

The KPI cards summarize Financial Questionnaire lifecycle activity for the selected report view.

  • FQ Created: Financial Questionnaires created in the selected report view.
  • FQ Submitted: Financial Questionnaires submitted in the selected report view.
  • FQ Draft: Financial Questionnaires in draft status in the selected report view.
  • FQ Verified: Financial Questionnaires verified in the selected report view.

Additional percentage indicators may appear on the report. Their formulas and comparison baselines are not shown in this article.

Review Charts and Report Sections

The report includes charts for reviewing Financial Questionnaire activity by status, verifier, and timeline.

Section What it shows
Financial Questionnaires by Status Status overview for questionnaire activity.
FQs Verified By Questionnaire verification activity grouped by verifier.
FQ Created and Submitted Created and submitted questionnaire activity over time.

Review the Detail Table

The detail table provides record-level Financial Questionnaire lifecycle information for the selected filters.

The table includes:

  • Click ID
  • Created Date
  • Lead Name
  • Stats
  • First Opened Date
  • Last Reviewed Date
  • Submitted Date
  • Lead Stage
  • Verifier Name
  • Verified Date

The Stats field shows the questionnaire lifecycle state used in the report.

Select a Click ID to open the related LeadCenter contact record.

Understand Questionnaire States

The report reflects Financial Questionnaire lifecycle activity from the underlying workflow.

  • Created means a Financial Questionnaire record exists.
  • Draft questionnaires are still in progress and cannot be verified.
  • Submitted questionnaires can be reviewed and verified.
  • Verified questionnaires have completed the verification step in the Financial Questionnaire workflow.

Verification writes submitted questionnaire information to the contact record and records verifier audit details. The report shows related activity; it does not perform the verification action.

Use Table Controls

The detail table includes controls labeled Optional metrics, Show applied filters, and Show chart menu.

Download the Report

Select Download (PDF) to download the current report view as a PDF.

Related Articles

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 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.