How to Configure the Leads Report

This template displays the total number of new contacts created within a specific date range, or in other words, your leads.

Display Tab

There are four options available to you for the chart type: Line, Area, Column, and Bar.

If you check the Show Total Number box, it will show you the total number of contacts over the date range in the top right-hand side of the graph.

Settings Tab

Navigate over to the Settings tab. Here is where you will set the date range you wish to see in the graph.

Filters Tab

For ultimate control and customization, use Filters to include additional rules and requirements to the report. Using this, you can filter out any contacts by almost any field on the contact record.

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