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Settings → Reports is the export and analysis view. Four tabs: Overview, Leads Report, User Charges and Lead Sources.
Settings → Reports on the Overview tab, showing the leads table with search, filter, saved exports and export

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Overview

The full leads table, built for exporting rather than working. Search, filter, pick an agent, choose your columns, and export.

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Saved export configurations

If you build the same export every month, save it:
1

Set it up

Filter and choose columns until the table shows exactly what you want.
2

Click Export

Give the file a name.
3

Tick Save this export configuration

Give the configuration a name.
4

Next month

Open Saved exports and run it again.
The export dialog also lets you choose between Current view and All matching — the page you are looking at, or every row your filter matches.

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Leads Report

Leads broken down by status over your chosen period. The quick answer to “how much is sitting in each stage right now” and “how did last month compare”.

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User Charges

What each agent earned, using the payout settings on their user record:
  • Fixed amount
  • Percentage fee
  • Shareholding fee
  • Total amount and Total count
Set the payout rules in Team and security → the Salary step.

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Lead Sources

Per-provider performance:
This is the table to open before renewing a provider contract. A source with the most leads and the worst ROI is the one quietly costing you money.

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Reports vs Dashboard

Dashboard

The same data as charts.

Accounting

Transaction-level detail.

Lead sources

Where the cost figures come from.

Team and security

Where payout rules are set.