How Can I Filter the Leads Summary Report?
The Leads Summary automatically pulls up Leads from This Year - not including the 'Archived' Status. However, you can adjust the filters to meet your needs. Below are the filter options for the Leads Summary.
The Lead Owner associated with a Lead.
Locations accessible by logged in user.
Lead Create Date
The date a lead was created in your Gather account.
The current status of a Lead.