---
title: All Leads Report
description: all leads
---

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# All Leads Report

### Overview

The **All Leads** report displays all potential clients (leads) in your system.  
Leads are people who’ve shown interest in your services through your website, a phone inquiry, social media, or a walk-in, but haven’t yet converted into active clients.

Use this report to:

- Track and manage your sales pipeline
- Monitor lead quality and activity
- Identify opportunities for follow-up and conversion

---

Access the All Leads Report

### 1. Navigate to Reports

1. Log in to Core
2. Click **Reports** from the Navigation bar
3. Within the Marketing Category, select **All Leads**

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-20251016103307-4.png?width=670&height=116&name=image-20251016103307-4.png)

---

### 2. Apply filters to narrow your results

1. Use the **filter** at the top of the report to define your view
2. Enter your filter value.
3. Apply the filter with the **green checkmark** or reset with the **orange refresh icon**.

![Article image](https://support.hapana.com/hubfs/Knowledge%20Base%20Import/Screenshot_2025-10-16_at_10_51_51AM.png)

---

### 3. Review or customize report columns

The **All Leads** report includes key columns by default and lets you adjust what’s displayed.

**Default columns include:**

- **S. No.** – Serial number
- **First Name**
- **Last Name**
- **Email**
- **Phone**
- **Gender**
- **Lead Status**
- **Lead Date** (date the lead was added)

> **Tip:** Use **Edit Report Settings** (top-right) to customize which fields you want to view before exporting or saving.

---

### 4. Save or export your report

Once your filters and columns are set:

1. Click **Save Report** to store your configuration for next time.
2. Click the **Download icon** to export your list as a CSV for further analysis.

---

Expected Outcome

After following these steps, you’ll have a clear overview of:

- All active and inactive leads in your system
- Their contact and demographic information
- When they first entered your database

This helps you plan **follow-ups**, analyze **conversion trends**, and manage your **sales pipeline** effectively.

---

FAQs

**Q: What is a lead in Hapana?**  
A: A lead is a potential client who has expressed interest but hasn’t yet become an active member. They may come from web forms, calls, walk-ins, or referrals.

**Q: Why does the report show “No record found”?**  
A: This means there are no active leads currently stored in your system. Try adjusting your filters or ensure that leads have been added correctly.

---

**Need more help?**  
Reach out to our support team via [support@hapana.com](mailto:support@hapana.com).

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