Prospects Report

Written By Melissa Ruff (Super Administrator)

Updated at July 26th, 2025

This report will pull information on your prospect accounts. This can be used to see all active prospects or just prospects that have been entered within a specified date range.

  • See All Active: This toggle will cause the report to ignore the From Date and To Date and instead pull all currently active prospect accounts
  • From Date/To Date:  The date range for when prospects were entered
  • Member Attribute: Used to choose any of your member attributes to include in the report results
    • The system defined attribute Marketing Source will also be available from this list