Accessing Reports:
Navigate to the Leads module and click on the Reports tab.
Various reports are available for selection.
Downloading CSV Reports:
Choose the desired report and click the "Select" button.
If the report is a CSV file, additional options may appear to refine data filters (e.g., dates, leads).
Click "Generate Report" to initiate the download.
The CSV file will download and save to your designated folder.
Viewing Non-CSV Reports:
For reports that are line charts, pie charts, or tables, no additional filters are typically available.
The data will populate in a popup window for immediate viewing.