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Create a Report on Converted Leads

Publish Date: Aug 29, 2024
Description


Use standard report types such as Leads or Leads with converted lead information to view a list of Converted Leads.


Note: Once Leads are converted, they are no longer visible in the Leads list view.

 

Resolution


Create a report to view converted Leads


In Salesforce Classic
  1. Click the Reports tab.
  2. Click New Report. 
  3. Click the ( + ) sign next to the Leads folder.
  4. Select the Leads with converted lead information report type.
  5. Click Continue.
  6. If desired, drag additional fields onto the 'Preview' section.
  7. Click the Add button.
  8. Select the Field Filters.
  9. Set your criteria to 'Converted equals True.'
  10. Click Run.

 

In Lightning Experience

  1. Click the Reports tab.
  2. Click New Report
  3. Click on Lead
  4. Select the Leads with converted lead information report type. 
  5. Click Continue.
  6. If desired, add additional fields from the subtab Outline.
  7. Switch the subtab to Filters.
  8. Select field filters.
  9. Set your criteria to 'Converted equals True.' 
  10. Click Run Report.
  11. Click on Save.


To see this information in video format, watch How to View Converted Leads.


Additional Resources
Requirements to create or run a 'Leads with Converted Lead' report
Let Users View and Edit Converted Leads

Knowledge Article Number

000385814

 
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Salesforce Help | Article