| □ | The Leads Analysis Report provides a list of all (or by specific categories) of your Lead Categories based on the Leads that were received within specified dates. |
| • | To view or print this report, on the Main Menu Select the Reports menu, and Choose Prospect & Proposal, then Click Leads Analysis. |
Leads Analysis Report Options tab
| □ | Leads Analysis Report tabs - There are three tabs on the Leads Analysis Report dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
| • | Any or All of the these predefined Lead Tracking Categories may be included by Checking the appropriate boxes: |
| • | Show Detail? - By default, a basic list of the selected Lead Tracking Categories, with totals for each (separated by Subscribers and Prospects), will be provided. |
| ▪ | Check this box to include a list of all of the Leads received for each Lead Tracking Category. |
| ▪ | By Checking the Show Detail box, each Subscriber and/or Prospect in each selected Lead Tracking Category will be shown along with their Email address. |
| • | Select the Date Range for the report using the Drop-Down Date Selection Box es provided: |
| ▪ | Enter the starting date for the selection using the Drop-Down Date Selection Box provided. |
| ▪ | Enter the ending date for the selection using the Drop-Down Date Selection Box provided. |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) this Leads Analysis report. |
| • | Preview - The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively. |
| • | Page Up/Page Down - Moves the report to the previous or next page, respectively. |
Leads Analysis Report - Preview tab with Detail
| ► | Note: If Show Detail? is not Checked, as shown at the mouse pointer under Direct Mail in the illustration below, you may still view the Details of a specific Description by Clicking on that Description when Previewing the report. |
Leads Analysis Report Preview tab - All Categories / No Detail
| • | Home -  - Using either the screen or your Keyboard's Home key, moves the report to the top of the first page. |
| • | End -  - Using either the screen or your Keyboard's End key, moves the report to the bottom of the last page. |
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| ▪ | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| ▪ | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| ▪ | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| ▪ | You may then Click the Up or Down ‚ arrow to set the exact amount of Zoom you want. |
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Leads Analysis report. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing. |
| ▪ | By Clicking on any Email address while Previewing the Leads Analysis report, an Outlook® Email dialog will be opened for that Account: |
Email dialog with automatically inserted address - User may supply any additional text, as appropriate
| • | To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab. |
