How to generate and read the Leads Report

Owned by Daniel Gowen
Last updated: Aug 15, 2024
3 min read

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.

  1. 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.

  2. Click on the Reports button.

  3. Select the Leads Received (xls) report.

  4. 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.

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  5. 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.

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  6. 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.

A. This will be where the report name, when it was generated, the date range, and which location or all locations will be listed.

B. The Location column lists the location that each lead was received for.

C. The Contacted On column is the date and time the lead was sent in.

D. The Form column is which form on the website was filled out to submit the lead. This will not be the exact webpage that the form was on as some forms will be on multiple pages. In general, the pet form in an individual pet’s detail page’s Ask About Me button (this name may vary depending on website settings). The contact form is usually on the website’s Contact Us page. A subscribe form is usually the newsletter or let us know about future litters forms that are on some websites. The breed form is usually from the breed description pages.

E. This column is for the first name of the potential customer who filled out the form.

F. This column is for the last name of the potential customer who filled out the form.

G. This column is for the email address of the potential customer who filled out the form.

H. This column is for the phone number of the potential customer who filled out the form.

I. This column will be for any message that can be entered in by the potential customer or is prefilled for some types of forms like the newsletter form.