Exporting Leads and/or Sales Information

These reports will allow you to export information from InTouch as Leads, Members, or both. Want to mail a referral guest pass to everyone that joined in the last 90 days? Or send a postcard to your most recent leads? Download a spreadsheet to easily make address labels. Additionally, use this report to view and analyze data in different ways through Excel.

Won Lead* Export Report (CSV)

The Won Lead Export Report (CSV) exports all the won leads (or sales) for a date range to a CSV file.

*A "Won Lead" is a Sale

Active Lead Export Report (CSV)

The Active Lead Export Report (CSV) exports all leads (except won) for a date range to a CSV file.

ALL Leads Status Report (CSV)

Export all leads (Active and Won) that were created and/or whose status change date is within the selected date range into a CSV file.

Click here to see all fields that can be exported in the All Leads Status Report (CSV)

Club (Club Name - For organizations only)
Lead Status (Deleted, Interested, Not Interested, Won (Won = Sold/Joined)
Lead Lifecycle Status (Not Visited, Visited, Trial, Sold, Etc)
First Name
Last Name
Mobile
Home Phone
Work Phone
Email
Company
Date of Birth
Custom (the Custom field option in Contact info)
Sex
Address
City
State/Prov
Zip/Postal
Country
Product (Membership or Personal Training)
Lead Source
Lead Source Details
Contact Method
Lead Start Date
Lead Status Date Change (Most recent date that the Lead Status changed)
Lead Owner
Sold By
Split Sale With
Is Trial?
Trial Start Date
Trial End Date
Email Pref
Text Pref
Phone Pref

To access any of these reports:

Select the Reports tab
Select the Live Reports
Find the report you wish to export (Won Lead Export Report, Active Lead Export Report or ALL Leads Status Report)
Click View Report
Select the report date range
Click View Report
Depending on your Operating System, the file may download or open an Export dialog box. For the latter option, choose a format to export the data as (e.g.: Excel), or choose to save as a file.