All forms that are filled out and submitted on Pinogy Websites are stored and can be viewed in a report in addition to them being forwarded to the default leads email address.
Generating the report
To generate the Leads Report you will want to use the following steps.
Open either the Cash REgister module or the Pet Tracker module. These are the two modules of the Pinogy POS that the Leads report is included in by default. This can be changed by admin-level users and can be removed or added from modules.
Click on the Reports button.
Select the Leads Received (xls) report.
Set which location you want to generate the report for. If you have multiple locations then you can select an individual location or use the All Locations settings to generate a report for one or all locations. Use the drop-down menu to select these as needed.
Select the time period you wish to have the report generate all leads for. The presets can be used by putting the dot into the corresponding radio button. By selecting the Custom setting you will get calendars that will let you create a customer date range to generate the leads report from.
Click the Generate Report button to create the report. The report will be created and open automatically
in your default spreadsheet program that handles xls files.
Reading the report
After the report is generated and opened in your spreadsheet program you will be able to view all leads received in the time period for the selected locations. An example explaining the columns and report layout will be below. This example is using LibreOffice Calc so it will look different than in Microsoft Excel or Apple Numbers but the columns should be the same.
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