How to Get Started with Reports
This guide provides an overview of Reports in LeadCenter.ai — how to access them, navigate the interface, and understand the available report categories.
1. Purpose of Reports in LeadCenter.ai
LeadCenter.ai offers advanced reporting and visualization tools that cover every stage of the client lifecycle. Reports provide actionable insights into:
- Sales performance
- Marketing effectiveness
- Production and revenue tracking
- Operational efficiency
These reports help advisors, managers, and teams make data-driven decisions to grow their business.
2. Accessing Reports
To open the reports section:
- Go to the blue main menu in LeadCenter.ai.
- Click Reports.
This opens the Reports page, which is divided into two primary sections:
- Favorites
- All Reports
3. Reports Page Overview
A. Favorites Section
The Favorites section displays any reports you’ve marked as favorites for quick access.
You can customize this section by starring or un-starring reports based on your needs.
B. All Reports Section
The All Reports section lists all available reports organized by functional category.
You can browse, filter, and open reports directly from this area.
4. Report Categories
Reports are grouped into several key categories for easier navigation:
| Category | Description |
|---|---|
| Appointments | Tracks meetings, reminders, follow-ups, and client interactions. |
| Billing | Provides insights into invoices, payments, and billing history. |
| Commission | Displays advisor commissions and related financial data. |
| Compliance | Includes data and reports related to regulatory requirements. |
| Events | Shows performance metrics for seminars, workshops, and webinars. |
| Executive Dashboard | Offers a company-wide overview of performance metrics and KPIs. |
| Export | Allows exporting of data logs such as SMS or email histories. |
| Marketing | Tracks campaign results, lead generation sources, and ROI. |
| Production | Reports on issued, pending, and forecasted financial accounts. |
| Sales | Focuses on pipeline performance and lead conversion rates. |
Example:
If you want to analyze client meetings, click on Appointments or select “Appointments” from the category drop-down menu.
This will display all appointment-related reports along with their names and short descriptions.
5. Using the Report Table
In the All Reports table, each row includes:
- Report Name – The clickable link to open the report.
- Description – A short summary of what the report covers.
- Favorite Icon (Star) – Allows you to add the report to your Favorites section.
To mark a report as a favorite:
- Click the star icon next to the report name.
- The star will turn solid, and the report will appear in your Favorites section.
6. Opening a Report
To open a report:
- Click the report name in either the All Reports or Favorites section.
- The system will load the report — for example, the First Appointment with New Prospects Report.
Once open, you can use filters, charts, and tables to analyze the report data.
7. Next Steps: Learning to Analyze Reports
This introduction covers how to locate and open reports.
In subsequent lessons, you’ll learn how to:
- Filter reports to refine results
- Export data to PDFs or spreadsheets
- Interpret metrics and KPIs to gain actionable business insights
8. Key Takeaways
- Reports in LeadCenter.ai cover every area of your practice—from appointments to production and marketing.
- Use the Favorites section to keep your most-used reports easily accessible.
- You can open, filter, and export any report for further analysis or sharing.
That’s an introduction to Reports in LeadCenter.ai.
Reports are a central tool for monitoring business performance, evaluating results, and driving strategic improvements.
