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Report

Follow these steps to View Lead Report in UdyogX.

Stepwise Guide​

  1. Log into the Software.
  2. Hover on the “Lead” module visible on the left sidebar menu and click on “View Report” submenu that appears.
  3. Apply applicable filters as needed in form that appear and click on “View” button at the bottom.
  4. Report would appear in front of you.
  5. On the top of the Report that appears you can choose to print the report or export to PDF or Excel/CSV. Please follow the article on exporting lead report.

Video Tutorial​

Below is a video tutorial on how you can lead report.