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Custom Reports: Report on and Export All Lead Data

If you would like to backup or export all lead data for your records, running the Export Report | Leads Data report will allow you to accomplish this task. Please follow these steps to locate and run this report.  

  1. Once you log into your Velocify Account, mouse over the Menu Tab, scroll to Reporting, and click on Custom Reports.
  2. Locate the Report titled Export Report |Lead Data and click the blue Run link.
  3. If the Export Report |Lead Data has filters, please select the filters you desire, then click Run Report.
  4. Finally, you will see a complete record of all lead data which can be Exported to Excel.
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