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All Leads Status Report (CSV)

About this report

The All Leads Status Report (CSV) and Multi-Club All Leads Status Report (CSV) reports export all contacts with a status change within the selected date range. This includes any leads that was added, deleted, sold, marked as not interested or changed from not interested back to interested. It includes membership and PT leads and contains more fields than the Active Leads or Won Leads CSV exports.

This report is often used when wanting to create your own report, export data not found in other reports (like Lead Source Details or even CMS ID), or even for a site audit.

All Leads Status Report (CSV) sample

Fields found in this report

  • Club (Multi-Club version only)
  • Lead Status (Deleted, Interested, Not Interested, Won (sold)
  • Lead Lifecycle Status (Not Visited, Visited, Trial, Sold, Etc)
  • First Name
  • Last Name
  • Mobile
  • Home Phone
  • Work Phone
  • Email
  • Company
  • Date of Birth
  • Custom (the Custom field option in Contact info)
  • Sex
  • Address
  • City
  • State/Prov
  • Zip/Postal
  • Country
  • Product (Membership or Personal Training)
  • Lead Source
  • Lead Source Details
  • Contact Method
  • Lead Start Date
  • Lead Status Date Change (Most recent date that the Lead Status changed)
  • Lead Owner
  • Sold By
  • Split Sale With
  • Trial Start Date
  • Trial End Date
  • Email Pref
  • Text Pref
  • Phone Pref
  • License/ID
  • CMS ID (For clubs with a CMS integration, this is the ID of the linked contact record)
  • Custom Fields

To access this report

  1. Log into Drive and select the Reports menu
  2. Select the Live Reports section
  3. Find (or search for) the report named All Leads Status Report (CSV) or Multi-Club All Leads Status Report (CSV)
  4. Select View
  5. A new window should appear allowing you to enter your report parameters
  6. Select a Club or Clubs
  7. Select a date range (one-year max)
  8. Select Download Report