Feature

Reports and Analytics for Every Side of the Business

Twenty-plus built-in reports, a custom report builder, and CSV export on every list. Admins, buyers, and partners each get their own reporting, all timezone-aware and backed by full delivery, posting, and ping logs for audit.

20+

Built-in reports

Every list

CSV export

Timezone-aware

Date filtering

Delivery · Posting · Ping

Audit logs

The Basics

Reporting that already knows your data model

Not a generic BI bolt-on. The reports understand leads, contracts, caps, and dispositions natively.

Every side of a lead business asks different questions. Finance wants revenue and margin. Ops wants fill rates and DQ reasons. Buyers want to know what they bought and whether it converted. Partners want to know what they got paid and why a lead was rejected. Lead Router ships reports for all of them out of the box.

The reports read the same tables the routing engine writes to, so the numbers on a report are the numbers in the system, not a nightly export that drifted. When you need a cut that is not built in, the custom report builder and saved reports library cover it.

The Catalog

Twenty-plus reports, built in

A representative slice of what ships by default. Every list underneath exports to CSV.

Leads

Every lead that came through, filterable by partner, campaign, offer, vertical, disposition, and date.

Trending

Volume and revenue over time so you can see the shape of a week or a month at a glance.

By Buyer

Leads bought, spend, and acceptance broken out per buyer to see who is actually consuming.

Buyer Budgets

Where each buyer stands against balance and caps so nobody silently runs dry mid-day.

Buyers by State

Geographic coverage per buyer to spot states with thin demand before they starve.

By Campaign

Source-level performance so you know which campaigns are earning and which are dead weight.

Revenue

Money in and money out with margin, the report the finance side opens first.

Calls

Call volume, connect rates, and billable outcomes for pay-per-call and hybrid setups.

Contracts

Contract performance with both time-of-lead and time-of-revenue views so recognition lines up.

Dispositions

How leads resolved, disposition by disposition, to find where quality is leaking.

DQ Distribution

Why leads were disqualified and where, so filter rules can be tuned instead of guessed.

Leads by State

Volume by geography across the whole book, not scoped to a single buyer.

Sales Exhaustion

How much of the buyer pool a lead cleared before it stopped selling.

Vertical

Per-vertical performance with lead-quality metrics on every pivot, not just counts.

Buyer Retention

Which buyers keep buying and which are trending toward churn.

Webhook Reconciliation

What was sent versus what was acknowledged, so silent delivery gaps surface.

Every Side of the Business

Admins, buyers, and partners each get their own view

Reporting is scoped to the role, so everyone sees their own numbers without seeing anyone else's.

The full book

Admin

The whole catalog: revenue, margin, by-buyer, by-campaign, DQ distribution, sales exhaustion, retention, webhook reconciliation. The custom report builder and saved reports library live here for cuts the built-ins do not cover.

What they bought

Buyer portal

Buyers get their own reporting inside the buyer portal: leads purchased, spend against budget and caps, acceptance, and how their contracts are performing. No spreadsheets emailed back and forth.

What they earned

Partner portal

Partners get time-of-revenue and time-of-lead views, disposition breakdowns, and postback reporting, so they can see payout and rejection reasons without asking you to pull it.

Built Different

Numbers you can defend

Reporting is only useful if the numbers hold up when a buyer or partner disputes them.

Custom report builder and saved reports

When a built-in report does not slice the way you need, build the cut once and save it to the reports library. The saved report is there next month without rebuilding it.

CSV export on every list

Every list view exports to CSV. Dates are formatted in the tenant timezone before encoding, so an export opened in a spreadsheet reads the same day boundaries the report did.

Timezone-aware date filtering

Date ranges are evaluated against the tenant timezone, not raw UTC. "Yesterday" means yesterday where the business operates, so end-of-day counts do not shift by a day.

Delivery, posting, and ping logs

The Unified Delivery Log, Posting Log, and Ping Log record what was sent, what was posted, and what was bid on. When a number is questioned, the log is the receipt.

Frequently Asked

FAQ

What operators ask before trusting a platform's numbers.

How many reports are built in?

More than twenty ship by default, including Leads, Trending, By Buyer, Buyer Budgets, Buyers by State, By Campaign, Revenue, Calls, Contracts, Dispositions, DQ Distribution, Leads by State, Sales Exhaustion, Vertical, Buyer Retention, and Webhook Reconciliation. When a built-in does not cover a cut, the custom report builder does.

Can I export report data?

Yes. Every list view exports to CSV. Dates are formatted in the tenant timezone before the file is encoded, so the day boundaries in the export match what the report showed on screen.

Do buyers and partners get their own reports?

Yes. The buyer portal has its own reporting scoped to what that buyer bought and spent. The partner portal has time-of-revenue, time-of-lead, disposition, and postback reporting scoped to that partner. Each role sees only its own numbers.

How does date filtering handle timezones?

All date filtering, display, and day boundaries use the tenant timezone rather than raw UTC. The underlying database runs in UTC, but reports convert to the tenant’s local midnight so a day means a day where the business actually operates.

Can I build a report the built-ins do not cover?

Yes. The custom report builder lets you assemble the cut you need, and the saved reports library keeps it so you do not rebuild it every time. Built-in reports cover the common questions; the builder covers the rest.

How do I audit a number a buyer disputes?

The Unified Delivery Log, Posting Log, and Ping Log record what was sent to whom, what was posted, and what was bid on during the ping phase. When a delivery or sale is questioned, the log entry is the source of truth behind the reported number.

See the Numbers

Every question the business asks, already a report

Twenty-plus built-in reports, a custom builder for the rest, CSV export everywhere, and delivery, posting, and ping logs behind every number. Admins, buyers, and partners each get their own view.

Every module included at no extra license fee.