Create a Report on Converted Leads in Salesforce

This article answers a common question about Leads: how do you create a report to view converted Leads, since converted Leads no longer appear in the standard Leads list view? Using the "Leads with converted lead information" report type lets you see this data in both Salesforce Classic and Lightning Experience.

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.

Video Walkthrough

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