> ## Documentation Index
> Fetch the complete documentation index at: https://help.berocker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> The exportable leads table plus the leads-status, user-charges and lead-sources reports, all in one tabbed view.

**Settings → Reports** is the export and analysis view. Four tabs:
**Overview**, **Leads Report**, **User Charges** and **Lead Sources**.

<Frame>
  <img src="https://mintcdn.com/berocker/JlrUOS-Vn_pO8ZdT/images/settings/reports.png?fit=max&auto=format&n=JlrUOS-Vn_pO8ZdT&q=85&s=d5de2cdffe107012dd22deaf9be8bd0c" alt="Settings → Reports on the Overview tab, showing the leads table with search, filter, saved exports and export" width="3200" height="2000" data-path="images/settings/reports.png" />
</Frame>

***

## Overview

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

| Control           | What it does                                                   |
| ----------------- | -------------------------------------------------------------- |
| **Search**        | Name, phone, email, lead number.                               |
| **Agent picker**  | One agent, or everyone.                                        |
| **Filter**        | Status, dates, source, lanes, tags and more.                   |
| **Columns**       | Choose which columns appear — and therefore which ones export. |
| **Saved exports** | Your saved export configurations.                              |
| **Export**        | Download what you are looking at.                              |

### Saved export configurations

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

<Steps>
  <Step title="Set it up">
    Filter and choose columns until the table shows exactly what you want.
  </Step>

  <Step title="Click Export">
    Give the file a name.
  </Step>

  <Step title="Tick Save this export configuration">
    Give the configuration a name.
  </Step>

  <Step title="Next month">
    Open **Saved exports** and run it again.
  </Step>
</Steps>

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.

***

## 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".

***

## 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](/settings/team-and-security).

***

## Lead Sources

Per-provider performance:

| Column            | What it is                     |
| ----------------- | ------------------------------ |
| **Name**          | The lead source.               |
| **Leads**         | How many arrived.              |
| **Transactions**  | How many turned into money.    |
| **Total Charges** | What you spent on that source. |
| **AVG Charges**   | Average cost per lead.         |
| **ROI (%)**       | Return on that spend.          |

<Tip>
  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.
</Tip>

***

## Reports vs Dashboard

|              | Reports                               | [Dashboard](/using/dashboard)    |
| ------------ | ------------------------------------- | -------------------------------- |
| **Shape**    | Tables you export                     | Tiles and charts                 |
| **Best for** | Payroll, accounting, provider reviews | Watching the business day to day |

***

## Related

<CardGroup cols={2}>
  <Card title="Dashboard" icon="chart-line" href="/using/dashboard">
    The same data as charts.
  </Card>

  <Card title="Accounting" icon="dollar-sign" href="/using/accounting">
    Transaction-level detail.
  </Card>

  <Card title="Lead sources" icon="filter" href="/settings/lead-sources">
    Where the cost figures come from.
  </Card>

  <Card title="Team and security" icon="users" href="/settings/team-and-security">
    Where payout rules are set.
  </Card>
</CardGroup>