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
The reports understand leads, contracts, caps, and dispositions natively. You do not need to add a separate reporting tool.
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 by default.
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 buying.
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 leads there go unsold.
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 revenue lines up with the period it belongs to.
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 breakdown, 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.
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.
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.
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.
Audit and export
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.
Follow performance from summary to record
Use the report and role that match the operational question.
Drilldowns and live calls
Drill from supported report totals into the underlying leads, sales or calls. Live call views show operators active traffic, and completed records explain the final routing and billing outcome.
Contact and quality context
Last Contacted, demographic fields and quality fields add context to volume and revenue. What you see depends on the report, which enrichment is turned on and your permissions.
Cost and payout visibility
Review buyer revenue, partner payouts owed and any costs you set up together. Cost reports use USD to help you reconcile. Checkout products and individual financial records keep their own currency.
Role-aware exports
Buyer and publisher views are scoped to the matching entity. Personal data (PII) and export permissions decide what a user can view or download. An export button does not grant access to every dataset.
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 reports. They cover only what that buyer bought and spent. The partner portal has time-of-revenue, time-of-lead, disposition, and postback reports for that partner only. Each role sees only its own numbers.
How does date filtering handle timezones?
All date filters, displayed dates, and day boundaries use the tenant timezone, not raw UTC. The database stores times in UTC. Reports convert them to the tenant’s local midnight, so a day matches the day where the business runs.
Can I build a report the built-ins do not cover?
Yes. The custom report builder lets you build the report you need. The saved reports library keeps it, so you do not have to rebuild it each 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
Reports for the questions your business asks
More than twenty built-in reports, a custom builder for the rest, and CSV export everywhere. Delivery, posting, and ping logs sit behind every number. Admins, buyers, and partners each get their own view.
Every module included at no extra license fee.