| □ | The Leads by Source report provides a Summarized (or Detailed) listing of the Value of the Sales made to Subscribers based on each Account's identified Lead Source(s) (optionally by specified Lead Source(s), specified Company Division(s), and/or within a specified Date Range), and which may include or exclude any associated Recurring Revenues Sales in that Value calculation. |
| • | Using this report, the Marketing and Sales Department(s) can quickly determine which Lead Source(s) provided the greatest Sales Volume within any Date Range and within any Company Division, |
| • | To view the Leads by Source report dialog, on the Main Menu Select the Reports menu, and Choose Prospect & Proposal, then Click the Leads by Source option. |
Leads by Source - Options tab
| □ | Leads by Source Report tabs - There are three tabs on the Leads by Source Report dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
Leads by Source - Optional selections
| • | Summary or Detail - Summary is selected by default. |
| • | Source - The Sources of Sales Leads that you've defined: |
| ▪ | Specific - You may limit the report to a set of (one or more) specified Lead Sources. |
Select Source dialog
| o | Click Specific, then using the Select Source dialog, Check the Selected box for each required Lead Source. |
| • | Division - The Company Division that you've defined: |
| ▪ | All - All - By default, All Divisions within the Company will be included. |
| ▪ | Specific - You may limit the report to a set of (one or more) specified Divisions. |
Select Division(s) dialog
| o | Click Specific, then using the Select Division(s) dialog, Check the Selected box for each required Division. |
| • | Dates - Identify the Date Range to be included: |
| ▪ | All - By default, All Leads - regardless of origination Date - will be reported. |
| o | From - Shows Today but is grayed out and inactive. |
| o | To - Shows Today but is grayed out and inactive. |
| ▪ | Limited - Select the Date Range to be reported: |
| o | From - Enter the Starting Date on or after which the selection will be made. |
| o | To - Enter the Ending Date on or before which the selection will be made. |
| • | Exclude Recurring Revenue - Check this box to exclude any associated Recurring Revenues Sales in the Sales Value calculation. |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) this Leads by Source 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 by Source Report - Preview tab
| • | 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. |
Leads by Source Report - Preview with Detail, One Lead Source, One Division, and a Date Range specified
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Leads by Source Report. |
| • | Email - Click the Email button to open Outlook® and email this report to an address you specify. |
| □ | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Leads by Source Report - Data View tab
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View Form (note the "fly-over" help available on these buttons): |
| • | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| • | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| • | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | Exit the Form by Clicking the Close button x on the right at the top of the Form. |
