Help Center / Dashboard & Reports / Using the Lead Report: filters, search, and saved views

Using the Lead Report: filters, search, and saved views

Slice every lead you've ever uploaded by risk, status, affiliate, offer, or date.

The Lead report is the full, searchable list of every lead across every upload. You can filter by risk level, review state, active/ignored status, affiliate, offer, and a date range (with presets or a custom range), and search by email, transaction ID, affiliate, offer, IP, or tracker sub-parameters with match highlighting.

Clicking a risk tile or an affiliate/offer cell anywhere in the table applies that as a filter directly. Active filters show as removable chips with a Clear all option, and your last-used filters are remembered the next time you open the page with no filters specified.

The date presets (Today, Yesterday, Past 7 days, Past 30 days) and custom ranges follow your account's time zone, so a day starts at midnight where you are. It is set automatically from your browser the first time someone visits, and an owner can change it under Settings, Time zone. Save a combination of filters as a preset if you check the same slice regularly — presets belong to your account, so everyone on your team sees them. From the table you can also bulk-select every lead matching your current filters (not just the current page) to escalate, ignore, restore, or export them, and export any selection or the full filtered view to CSV with a column picker.

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