How to Export Filtered Lead Reports for Stakeholders

Overview
Generate one‑off CSV/Excel exports of precisely the leads your stakeholders care about—filtered by source, score range, owner, or date.

Procedure

1. Go to Leads → Lead Contact.

2. Apply your filters: Source, Lead Score range, Lead Owner, Created Date range, etc.

3. Click Export.

4. In the dialog, select CSV or XLSX, choose which columns to include, and click Download.

5. Share the file via email or upload to your reporting system.

Tips

• Bookmark the filtered URL in your browser for quick repeat exports.

• Save column selections as a template if you export the same fields regularly.

• Include a “Export Date” column in your export for audit trails.