How do I export leads from the CloudStax Content Manager?

This article describes how an administrator exports his teams leads from CloudStax for a specific Catalog.

Leads include the contact information and specific items emailed from the FatStax iPad App by any individual accessing that Catalog.

1. Login to CloudStax Content Manager and Select the Catalog you want to export the leads from.

2. Navigate to Reports > Leads

3. Select your filters, date range, and export format

You can filter by the emailed contact information and by the user that sent the email by clicking in the field and selecting from the list.  The date range pull down selector makes it easy to select blocks of time or add a manual range by typing in the beginning and end date fields directly.

4. Click Run Report

Reset will clear all your selections.

Click Run Report

5. The Progress Window will enable you to view the progress or you can click Notify Me to email you a notification when finished.

The Progress Window will enable you to view the progress or you can click Notify Me to email you a notification when finished.

6. Once the report is finished, download it by clicking the button

This will download the complete report to your computer and view the report.

Once the report is finished, download it by clicking the button

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