In this article, you will learn how to use the Leads report in Workiz.
Unlike the Leads page that you can access along the sidebar menu in Workiz, the Leads report is designed to show you more than just your open leads.
With the Leads report, you can access leads that were created within a certain period of time. This report defaults to the current week, but you can adjust the time range selector to display data from a different time period.
Although leads in Workiz can be scheduled or unscheduled, it’s important to be aware that scheduled start and end dates are automatically generated for all leads upon creation. The scheduled period will be a one-hour window beginning at the nearest half hour after creating the lead.
Deciding to keep a lead unscheduled means it will have no impact on your Workiz schedule or relevant automations, but please be aware that the start and end times will remain stored for the sole purpose of generating this report.
If you convert a lead into a job, the lead’s start and end dates will be overwritten to reflect the job’s start and end dates. The created date will always represent the date that the lead was created, regardless of whether it was converted into a job or not.
Adjusting the time range selector will also impact the data displayed in the widgets at the top of the page, including the total number of leads, the number of leads converted, the conversion rate, and the amount of money those leads sold for.
You can easily filter to only view leads with a specific status — including converted and/or lost. This differs from the Leads page, which will stop displaying a lead after it has been converted into a job or marked lost.
This report will not show you leads that have been deleted from your account. Deleted leads cannot be accessed or restored.
As is the case with most reports in Workiz, you also have the option of exporting the data as a CSV file.
Modifying the Leads report
The Leads report can be modified to display leads by status, assigned technician, creator, job tag, job type, ad source, service area, external company, and specific time period.
You may also display or hide the following fields/columns from your report:
- Lead ID
- Client name
- Job tags
- Job type
- Creation date
- Scheduled date
- Client phone number
- Client email address
- Lead status
- Lead creator
- Street address
- Service area
- Ad source
- Sold amount
To hide or display any of the fields mentioned above, select "Fields" and check/uncheck the columns you want to display/hide.
If you would like to display other specific information relevant for your business, consider creating a custom report. To learn more about creating custom reports, please see this article.