How to Generate a Lead Capture Report in Reporting 360

Organizers and Exhibitors can generate a detailed lead report using reporting 360. Each report contains attendee details, booth-specific form fields, and lead metadata — giving you complete visibility into event engagement.

Overview

The Lead Capture App in Reporting 360 allows event organizers and exhibitors to generate detailed reports of all leads collected during an event.
These reports help exhibitors analyze booth performance, track captured leads, and export data for follow-up and CRM integration.

 Steps to Generate a Lead Capture Report

Step 1: Navigate to Lead Capture App Reports

  1. From the left menu, go to Analytics → Reporting 360.

  2. Click on Lead Capture App from the available report categories.

  3. You’ll be directed to the Lead Capture App Reports section.


Step 2:  Set the Report Duration

  • Use the Report Duration field to select the date range for which you want to export captured leads.

  • Example: 02 Dec 2025 – 02 Jan 2026

Step 3:  Apply Advanced Criteria (Booth Filters)

  1. Enable Advanced Criteria.

  2. Under Field, select Booth Name.

  3. Choose Condition: Equal(s) To.

  4. From Value, select one or multiple booths.

    • Example: 5 item(s) selected.


💡 If no booth is selected, the report defaults to All Booths, including data from every exhibitor booth.

Step 4: Select Report Fields

In the Fields section, choose the data points you want to include in the report.

  • You can toggle between:

    • Basic Fields (default)

    • Booth Rep Form

    • Manual Profile Form

Example of selected fields:

  • First Name

  • Last Name

  • Email

  • Phone Number

  • Booth Name

Use Select All if you wish to include every available field.

Step 5: Save and Run Report

To Save a Report

  • Click Save and Run after configuring your filters and fields. 

  • A new drawer will be opened where you can name and description of the report.
  • Add the details and click Save button seen at bottom right.
  • Saved reports can be accessed under Saved Reports in Reporting 360. You can edit, view and delete the report from here.

 

Best Practices

  • Always confirm booth filters before running the report.

  • Use All Booths mode to review multi-booth performance in one file.

  • Preview data to ensure columns match your export requirements.

  • Schedule recurring reports for exhibitors after event closure.