--- title: How to Generate the Lost Leads by Reason Report description: Learn how to generate the Lost Leads by Reason report in Pabau to see why leads are marked as lost and spot patterns in the recorded reasons. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-generate-the-lost-leads-by-reason-report#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Analytics](https://support.pabau.com/en/pabau2/analytics?hsLang=en) 3. [General](https://support.pabau.com/en/pabau2/analytics?hsLang=en#general) # How to Generate the Lost Leads by Reason Report The Lost Leads by Reason report shows the leads your team has marked as lost, together with the reason recorded when each one was closed — for example price, timing, or choosing a competitor. Reviewing it regularly helps you spot patterns in why deals don't close, so you can address the most common objections. In this article, you will learn how to open the Lost Leads by Reason report, understand what counts as a "lost" lead, adjust the filters, and export the data. For more information regarding leads, review this [article](https://support.pabau.com/en/pabau2/overview-of-leads?hsLang=en).  **Step 1: Open Reports** [Log in to your Pabau account](https://app.pabau.com). In the left sidebar, hover over **Analytics** and click **Reports**. The reports catalogue opens, with every report you have access to. ![The Analytics menu in the left sidebar with Reports marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250964893907-01-nav-reports.png?v=2) *Analytics → Reports opens the reports catalogue* **Step 2: Open the Clients Tab** In the reports catalogue, click the **Clients** tab. Lost Leads by Reason is in the **Win/loss analysis** section. ![The Clients tab of the reports catalogue](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/catalog-clients-tab.png) #### Step 3: Generate the Lost Leads by Reason Report Scroll to the **Win/loss analysis** section and click **Lost Leads by Reason** to open the report. You can also type its name in **Search for a report**. The report carries a "New" badge, and you can click the star next to its name to add it to your favorites. #### Step 4: Understand the preset filters The report opens with two filters already applied: - **Lead status is Lost** — this includes every lead your team has marked as lost. - **Lead lost reason is not empty** — only leads with a lost reason recorded are shown. The reasons shown in the report come from the lead lost reasons configured in your account — the list your team picks from when marking a lead as lost. Each filter has four elements — **object, field, operator, and value**: - **Object**: This is what you're focusing on ("Lead"). - **Field**: This is the specific detail you're interested in ("Lead lost reason"). - **Operator**: This shows how the field relates to the value ("is not empty"). - **Value**: This is the specific data you're looking at (for the "is not empty" operator, no value is needed). Each of these elements can be customized by clicking on them and choosing a different option. For example, you can change the "Lead lost reason" filter to a specific reason to focus on just those leads. **NOTE:** Leads that were marked as lost without a reason recorded are hidden by default. To include them, hover over the "Lead lost reason is not empty" filter and click the "X" icon to remove it — the report will then show every lost lead, with or without a reason. #### Step 5: Add, edit, and delete filters - **Adding a New Filter:** To introduce an additional filter, click the **plus sign (+)** located beneath your current filters. Then, specify the details for your new filter. You can filter on any Lead or Client field, including custom fields — for example, add a "Lead lost time" filter to focus on a specific period. - **Editing an Existing Filter:** Locate the filter you wish to modify. Click directly on the element you want to adjust (such as the object, field, operator, or value). A dropdown menu will appear; choose your desired new option. - **Removing a Filter:** To delete a filter, simply move your mouse cursor over it. An **"X" icon** will appear; click it to remove the filter. After changing filters or columns, click the "Run" button in the top right corner of the screen to refresh the report data. #### Step 6: Review the data ![The Lost Leads by Reason report showing the reason for each lost lead](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/lost-leads-by-reason.png) The results are displayed as a table — a list of individual lost leads, with the reason shown on each row, rather than a per-reason count chart. To total up each reason, export the data and summarize it in your spreadsheet tool. The report includes the following columns by default: - **Lead lost reason**: the reason recorded when the lead was marked as lost - **Lead Name**: the name of the lead, through which you can access their lead card - **Lead email** and **Lead mobile**: contact details, in case you want to re-approach the lead later - **Lead owner**: the team member who was responsible for the lead - **Lead lost time**: when the lead was marked as lost - **Pipeline name** and **Pipeline stage**: the pipeline the lead sat in and the stage it reached before being lost. For more information regarding lead pipelines, review this [article](https://support.pabau.com/en/pabau2/how-to-create-a-lead-pipeline?hsLang=en). You can also add additional columns — including custom fields — for more specific details. After selecting any additional columns, click "Save" so that they will appear on the list. You can also deselect options that are currently included in the columns. **Step 7: Save, Print, and Export the Data** This is a pre-created library report, so your changes are never saved over the original. To keep your own version, click the three dots (**More options**) at the top right and choose **Clone**. Pabau saves a private copy, named after the report with "Copy" on the end, and opens it in the report editor. Adjust it as you need, then click **Save Report**. Your copy is listed under **My reports**, and the original report stays unchanged. Clone copies the report as it was originally set up, so make your filter and column changes in the editor. You can then share your copy with other team members. To export the data from this report, click on the three dots on the top right side of the screen to reveal the 'Export' button. Once you click Export, a window will pop up, and you can choose to export the data as a CSV file (the default) or an Excel (XLSX) file. **NOTE:** Excel export is disabled when the report contains more than 100,000 rows — use the CSV format for very large exports. The same three-dot menu also offers **Print report (Snapshot)**, which opens your browser’s print dialog with the report as it appears on screen, and **Print (Detailed)**, which creates a PDF of the whole report for you to download from the **Exports** page. To make a copy of the report that you can adjust independently, use **Clone**, as described above. **NOTE:** Opening the reports catalogue requires the "Can access reports page" permission, and the Lost Leads by Reason report itself needs the **All Clients reports** switch turned on under **Report access** in the staff member’s or role’s permissions (it covers both client and lead reports), unless the report has been given to them on its own (see [How to Give a Staff Member or Role Access to Individual Reports](https://support.pabau.com/en/pabau2/how-to-give-a-staff-member-or-role-access-to-individual-reports?hsLang=en)). If you cannot see or open the report, contact your account administrator. By following these steps, you can easily generate the Lost Leads by Reason report and understand why deals don't close. You may also find these related guides useful: [How to Generate the Stale Leads Report](https://support.pabau.com/en/pabau2/how-to-generate-the-stale-leads-report?hsLang=en), [How to Generate the Unassigned Leads Report](https://support.pabau.com/en/pabau2/how-to-generate-the-unassigned-leads-report?hsLang=en), and [How to Generate the Converted Leads Report](https://support.pabau.com/en/pabau2/how-to-generate-the-converted-leads-report?hsLang=en). --- For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account. Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the [Pabau Academy](http://academy.pabau.com/courses). 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