The Catalog Lead Report

Overview

The lead report is a comprehensive list of each attendee or site member that accessed the catalog.  At minimum, the report will display the first name, last name, and email address of the individual that visited your catalog.  It may also contain more detailed demographic information such as title, company or organization, and any other information collected during registration. 

In this article:

1. Log into the site
2. Go to your dashboard
3. Navigate to reports
4. Update the report
5. View or export the report

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Step by Step Walkthrough

Step 1 - Log into the site

Find the “Login” button in the upper right-hand corner of the site’s homepage or login directly from the site’s login screen.

Step 2 - Go to your dashboard

If you are not directed to your dashboard after logging in, click your name and then "My Dashboard" in the upper right-hand corner of the site.

Step 3 - Navigate to Reports

From the dashboard, select "Reports" in the left-hand navigation bar.  

Step 4 - Update the report

The lead report must be updated in order to provide the most recent data.  Click the "Options" button to the right of the lead report and select "Update"

Step 5 - View or export the report

The report may take a few minutes to finish updating.  Once it's updated, the status will read "Ready" and the name of the report will become hyperlinked.  (You may need to refresh your screen.)

• Click the hyperlinked name to view the report in the platform.
• Click the "Options" button and update or export the file.
• Click the name of the report to view the detail.  All leads reports have name and email and may contain other demographic information on the individual.