DripJobs Help Center

Reports: Exporting DripJobs Sales By Source To CSV

In this article, you will learn how to export your sales by source to a csv document.

Written by Laura Cuadros

Updated over 2 weeks ago

1. Click on "Metrics"

Click on "Metrics"

2. Click on "Reports"

Click on "Reports"

3. Click on "Select a Report"

Click on "Select a Report"

4. Select "Sales by Source"

Invoice totals grouped by lead source for the specified time period

Select "Sales by Source"

5. Choose the Filters to Apply

You can filter by Salesperson, Labels, Lead Source and Data Range

Choose the Filters to Apply

6. Click on "Apply"

Click on "Apply"

7. You'll See All the Contacts Under Those Filters

You'll See All the Contacts Under Those Filters

8. Select Them Ones You Want to Export

Select Them All

9. Click on "Export to CSV"

Click on "Export to CSV"

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.