Reports include three steps: Columns, Filters, and Results.
Columns
On the first page of the report builder, select the columns you’d like to include in the report.
By default, the report will include some fields already selected to be columns. The selected columns appear on the right.
To add more columns, search for and select the field. To remove a column, click the “x” next to the field on the right. You can also reorder the columns by dragging and dropping.
Filters
Next, select the filters you’d like. A filter can be anything from a date range to the assigned attorney.
Search for and select the filters, and then set the filter parameters.
When you’ve selected all filters and columns, click Run to run the report and see results.
Results
Once you’ve run the report, you have the option to save it, which will add the report to the Saved tab in the Reports section and make it available for scheduling. Learn more about saved reports and scheduling options.
You can also download the report on this page.
New Report Types
As of 2025, Lead Docket includes many new reports. New reports are more customizable, with versatile options for columns and filters. New reports can be saved, scheduled, and exported through a data integration (AWS or Azure).
The Leads report type is the go-to report and includes information across the board. For more tailored data on individual pieces, like contacts or settlements, use other report types.
| New Report Types | Description |
| Leads |
Detailed view of leads; includes filters for dates, statuses, case types, sources, staff, and tags Note: This report replaced the legacy Leads report, which was deprecated October 2025. |
| Leads Status History | View of the time leads have spent in different statuses |
| Lead Notes | Detailed view of lead notes, with filters for dates, notes and users |
| Tasks | Detailed view of tasks |
| Contacts |
Detailed view of contacts with filters for dates
This report type is a fuller version of the existing Contact Addresses report, as it is not limited to contacts with address. It could also be used in lieu of the Contact Emails and Birthday reports. |
| Opportunities |
Like the existing Opportunities List report, this report lists all opportunities within a specified date range. Columns include date, name, integration, processing, time to process and disregard reason. Filter options are available to view specific integrations.
The benefit of this report type is to see which marketing integrations bring in the most opportunities and identify lead processing issues. |
| Messages |
Lists messages sent or received in Lead Docket. Columns include date, direction, from, to, type, and status of emails or texts.
This report helps track communication with leads or clients. |
| Inbound Phone Calls | Like the existing Inbound Phone Calls report type, lists inbound phone calls in Lead Docket. |
| Outbound Phone Calls | Lists outbound phone calls in Lead Docket. |
| Settlements | Detailed view of settlement dates, summary, and amounts. Provides crucial data to maintain financial oversight, track revenue by various segments, and analyze marketing ROI. |
| Expenses | The Expenses Report provides crucial data for a law firm to maintain financial oversight, track revenue by various segments, and analyze marketing ROI. It ensures billing accuracy, facilitates performance comparisons, and optimizes resource allocation, ultimately enabling strategic decisions to maximize profitability. |
| Activity Report | Similar to the existing User Activity report; view all activity system wide. |
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