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Reports

Form Submissions Report
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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

Form Submissions Report

The Form Submissions Report helps you review submitted form activity and the contacts associated with those submissions.

Use this report to review form submissions by lead source, lead stage, form title, form source, form type, UTM values, campaign context, and unique contacts.

This report is reporting-only. It does not create, modify, convert, or delete form submissions or contacts.

Form submissions and attendee notes can contain sensitive personal, contact, attribution, event, and free-text information. Review and export this data only when appropriate for your role.

Open the Report

  1. In LeadCenter.AI, select Reports.
  2. Open Marketing Reports.
  3. Select Form Submissions Report .

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

Set the Reporting Period

Use the selectable date range to adjust the reporting period. The report page does not expose the exact date field used by this control.

Filter the Report

Use the report filters to narrow form submission activity.

Available filters include:

  • Lead Name
  • Lead Source
  • Lead Stage
  • Form Title
  • UTM Source
  • UTM Medium
  • UTM Campaign
  • UTM Term
  • Form Source
  • Form Type

The interface may display Lead Name more than once. Use the Lead Name filter shown in the report to narrow the current view.

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

Review KPI Cards

The KPI cards summarize form submission activity for the selected report view.

  • # Form Submissions: Total form submissions shown in the current report view.
  • # Unique Contacts: Unique contacts associated with the current report view.

Review Charts and Sections

The report includes sections for reviewing submissions by lead stage, lead source, timeline, campaign, form source, and unique contacts.

  • Submissions by Lead Stage
  • Submissions by Lead Source
  • Submissions Timeline
  • Submission by Campaigns
  • Submissions by Form Source
  • Unique Contacts

Review the Form Submissions Table

The main Form Submissions table provides submission-level detail for the selected report view.

The table includes:

  • Submit ID
  • Contact ID Link
  • Name
  • Lead Source
  • Stage
  • From Title
  • From Source
  • Created Date
  • UTM Source
  • UTM Medium
  • UTM Campaign
  • UTM Content
  • UTM Term
  • Event From
  • Attendee Notes
  • Event Public Name

From Title and From Source are the visible interface labels used in the report.

Review Unique Contacts

The Unique Contacts section shows contact-level detail for contacts associated with the selected form submissions.

The Unique Contacts table includes:

  • Contact ID Link
  • Name
  • Lead Source
  • Stage
  • Created Date

Select a Contact ID Link to open the related contact record.

Use Section Controls

Report sections may include chart controls such as Show applied filters and Show chart menu.

Download and Export

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

To export a table as a CSV, open the table’s three-dot menu and select Export. For more details, see Exporting Data from Reports .

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