What is Presented in the Report?
The “Leads in Process” report includes all of the members currently possessing inactive or expired memberships (membership plan or punch card).
How to View the Report?
Click on “Reports” in the platform sidebar and then click on the “Leads in Process” report
Choose the filters you’d like to view according to the fields shown in the header of the report. Important filters in this report:
Task status - no task / completed tasks / upcoming tasks
After choosing the filters, a summary view bar will appear with the important data (you can minimize it by clicking hide)
Actions Within This Report:
Sorting the report - hover your mouse over a column you’d like to filter and click on the arrow. Text columns can be sorted alphabetically and numerical columns can be sorted by smallest to largest and vice versa.
Search for a lead - fill in the lead’s details in the search bar and the report will automatically update
Add to favorites - click on the star icon next to the report name
Send messages - click here for a tutorial
Print - click here for a tutorial
Export data and download to Excel - click here for a tutorial