By default, after Clicking on Reports and then clicking Lead Sources, the Date Range will be for the past month. To change this, you can click on Starting Date and/or Ending Date. You can also select the Time Period dropdown as well.
If you make changes to any of these fields, you will then need to press the blue Run button at the bottom, in order to make the report update for you:
The main data you will be shown here is as follows:
- Contact Lead Sources
- Job Lead Sources
- Job Creators
Each Source can be viewed by either # of Jobs or Total Income.
If you scroll down, you will see a spreadsheet of sorts, that shows the entire breakdown. You can sort by the following;
You can also download this report as a .CSV file:
If you require further assistance, please reach out to the Support Team using any of our channels -
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