Reports in Leadnote - what each report shows

Leadnote has five reports on the Reports page, plus the Dashboard and an Account Insights summary for Owners and Managers. Open Reports in the left menu, pick a card, and set the filters on the report page. Owners and Managers can report on the whole organisation. Other users see their own work.

The reports page

The All Reports page shows one card per report. Type in Search reports... to narrow the cards.

Account Insights is not on this page. Owners and Managers open it from the Account Insights section of Settings. See the Account Insights article for what it shows.

Who sees what

Reports follow your role and the permission matrix. By default every role can view reports, and only the Account Owner and Managers can export them. The Account Owner can change this in the permission matrix.

"Teammates" are people who share an active team with you. Team visibility is a setting for the whole organisation, so ask your Account Owner if you cannot see colleagues in a report. Which leads you can see in the dashboard depends on list based access rights, explained in the lead visibility rules article.

Dates and time zone

Every report uses your organisation's time zone to decide where a day starts and ends. In Team Performance and Data Analytics, weeks run from Sunday to Saturday.

Team Performance offers these timelines: Today, Yesterday, Current Week, Last Week, Current Month, Last Month, Current Year, Last Year, Lifetime and Custom Date Range. Current Month and Current Year end today. Lifetime starts at the earlier of your account creation date and your oldest lead. The Activity Report and Sales Trips take a From and To date instead. Data Analytics uses its own list: This Week, Current Month, Last Month, Current Year, Last Year and All.

Money in reports

Reports that add up deal values or invoices have a currency switch with three choices:

1. Base currency converts each amount at the rate recorded when it was sized, issued or paid, and adds them up in your base currency.
2. Native shows one figure for each currency. Nothing is converted.
3. Currency converts everything into one currency you pick, using the rate of each row's date.

Rows without an exchange rate are left out of a converted total, and a notice tells you how many. Owners and Managers get a link to enter the missing rate. The Dashboard and Team Performance articles show where the switch sits.

Print and export

Most report pages have a Print button, and the exportable ones have a CSV download. Both are covered in the export and print article. The Dashboard has no print or export button.

On the mobile app

In the mobile app, open Reports from the menu. Sales Insights and Team Performance open inside the app. Team Performance there is read only and needs an internet connection. The Activity Report, Data Analytics and Sales Trips open the web app in your browser. The Insights button on the Leads screen opens the same stage report as Sales Insights.