How to Export a Leads Report
Please note: If a manager or dialer administrator has changed the status of a lead from the admin panel, that lead will not be included in the exported report data.
Step-by-Step Instructions
- From the eDialer admin dashboard, navigate to Reports > Calling Reports > Export Leads Report.
- Choose your date range and set Keep Header Row to Yes.
- Under Recording Fields, select a location option to include the full recording URL of each call.
- If you have custom fields and want to download notes made by agents, set both options to Yes.
- If you need to download call data older than one month, check the Search Archived Data box.
- Use the Campaigns, Inbound Groups, Lists, Statuses, and User Groups filters to refine the data to exactly what you need.
- Once you are satisfied with your selections, click Submit to download the export file.
Performance tip: The wider the date range you select, the more data will be downloaded. We recommend running large data exports during the dialer’s scheduled downtime. Exporting during active call hours can impact agent call quality due to the sudden burst of data transfer and server load.
Need help with your eDialer setup? Contact our support team at 866-273-4639 or reach our sales team at 1 (800) 233-0234.