# Custom reports & CSV exports

> Filter call and operational reports, then download results as a spreadsheet-ready CSV file. Explore the workflow with Lead Source.

Canonical page: https://getleadsource.io/features/report-exports/

[Custom reports & CSV exports
Take the useful details into your next review.
Filter call and operational reports, then download results as a spreadsheet-ready CSV file.

Explore the walkthrough](https://getleadsource.io/features/#reporting)[See pricing](https://getleadsource.io/pricing/)

Reporting & monitoring · Built for US call workflows

Lead Source Illustrative example

01 Choose the report 02 Set the filters 03 Download and review

Sample activity Filter

Mon

Tue

Wed

Thu

Fri

One campaign · this month

### Choose the report

Select the call or operational information needed for the review.

Sample activity Export

Mon

Tue

Wed

Thu

Fri

CSV report

### Set the filters

Narrow the account, campaign, or period as appropriate.

Sample activity Next step

Mon

Tue

Wed

Thu

Fri

Review in your spreadsheet

### Download and review

Open the CSV file and compare it with the question you started with.

Explore the steps above. Sample details show the workflow, not a live account.

[What you can do](https://getleadsource.io/features/report-exports/#capabilities)[The workflow](https://getleadsource.io/features/report-exports/#workflow)[Common questions](https://getleadsource.io/features/report-exports/#questions)[Related features](https://getleadsource.io/features/report-exports/#related)

Reporting & monitoring

### What changes in your day.

A monthly review needs more than a screenshot of a total. Choose the information relevant to the discussion and export a report your team can inspect, share, and compare with its other business records.

01

#### Start with a focused report

Choose the filters that answer the question in front of you. A report about one campaign should make the campaign and time period clear.

02

#### Open the data in a spreadsheet

CSV files work with common spreadsheet tools. Use the exported results for your own analysis without implying a native, continuously updating spreadsheet connection.

03

#### Keep reporting repeatable

Use the same definitions and periods when comparing results. Document what you included so the next review does not accidentally compare different populations of calls.

From setup to review

### Put it to work.

- 01

#### Choose the report

Select the call or operational information needed for the review.

- 02

#### Set the filters

Narrow the account, campaign, or period as appropriate.

- 03

#### Download and review

Open the CSV file and compare it with the question you started with.

A closer look

### Useful answers before you start.

Explore the workflow above, then bring your own requirements to an early-access
conversation.

Does this automatically add rows to Google Sheets? +

No. A CSV export is a file you download and open. Automatic Google Sheets synchronization is a different capability.

Can an export include sensitive call information? +

The available data depends on the report and your access. Choose only the information needed for the review and handle exported files appropriately.

Connect the next step

### Works with the rest of your call workflow.

[Call analytics & reportingReview call activity, sources, destinations, and recorded outcomes across your campaigns.Explore feature](https://getleadsource.io/features/reporting/)[API accessUse account API keys to connect your own software with supported Lead Source data and actions.Explore feature](https://getleadsource.io/features/api/)[Team roles & permissionsInvite teammates and control who can view or change information in each account.Explore feature](https://getleadsource.io/features/team-permissions/)

[Browse all features](https://getleadsource.io/features/)[Find your use case](https://getleadsource.io/use-cases/)[Compare platforms](https://getleadsource.io/compare/)

Meet your next growth tool

### Let’s connect the dots on your calls.

Get an early look at Lead Source, built for the way your business handles calls.

[Explore the walkthrough](https://getleadsource.io/demo/)[Explore the platform](https://getleadsource.io/platform/)
