How to use the Export Leads Report

The Export Leads Report downloads your contact records, not your call records. It works almost exactly like the calls export, but instead of showing every individual dial it shows each Lead once, no matter how many times that contact was called during the reporting period. You pick your date range, statuses, lists, and campaign, click the DOWNLOAD link, and you get a spreadsheet-capable .TXT file with one row per person.

That one-row-per-lead shape is the entire point of the report. If you need a clean contact list for a re-dial, a suppression file to hand to another system, or simply a count of distinct people you reached, this is the export to use. It deduplicates the call noise for you so you do not have to do it by hand in a spreadsheet afterward. The calls export, by contrast, would give you the same person five times if they were dialed five times.

The options you set

The setup screen mirrors the calls export, and each toggle does the same job here as it does there.

• Date Field: export by call log date, or by the entry date the lead was added to the system.
• Header Row: puts the column names on the first line of the file so it opens cleanly in a spreadsheet.
• Recording Fields: attaches the recording for the latest call per lead; if there are several, they are pipe-delimited.
• Custom Fields and Per Call Notes: included when those features are enabled on your lists and campaigns.
• Use DID Filter: only narrows inbound leads, keeping those whose inbound calls arrived through the DIDs you select.

Each row carries the lead's identifying data including the Vendor lead code, the value that lets you trace a contact back to the Lead source it came from. Because the export is one row per person, that code maps cleanly to a single record instead of being smeared across many call rows.

Standard, Extended, and lead-only mode

Standard includes the lead fields agents normally access. Extended adds entry_date, called_count, last_local_call_time, modify_date, and called_since_last_reset. Choosing Entry Date as your date field, or turning on DID filtering, switches you to Extended automatically. Those extra fields are handy for list management because called_count and called_since_last_reset tell you how hard a record has already been worked before you reload it into the hopper.

You can also tick Search Archived Data if the contacts you want have aged into the archive tables, so a leads pull from last quarter still returns rows.

Calls export vs leads export at a glance

The choice between the two reports comes down to a single question: do you want one row per dial, or one row per contact?

flowchart LR
  A[Select leads by status and date] --> B{One row per?}
  B -->|Per call| C[Export Calls]
  B -->|Per lead| D[Export Leads]
  C --> E[Many rows for repeat dials]
  D --> F[Distinct contact list]

If you are not sure which one fits your task, the calls vs leads comparison walks through it side by side, and the reports overview shows where exports sit among the other reports.

All of these reports ship on every managed VICIdial server we provision. See our pricing to get started.