--- title: How to Generate the Unassigned Leads Report description: Learn how to generate the Unassigned Leads report in Pabau to find open leads without an owner and assign them before they go cold. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-generate-the-unassigned-leads-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 Unassigned Leads Report The Unassigned Leads report shows the open leads sitting in your pipeline without an owner. It works as a triage list: every lead on it is waiting for a team member to take responsibility, so you can assign them before they go cold. In this article, you will learn how to open the Unassigned Leads report, adjust its filters, review the results, 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. Unassigned Leads is in the **Leads & pipeline** section. ![The Clients tab of the reports catalogue, with Unassigned Leads in the Leads & pipeline section](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/catalog-clients-tab.png) #### Step 3: Generate the Unassigned Leads Report Scroll to the **Leads & pipeline** section and click **Unassigned Leads** 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 owner is empty** — only leads with no owner assigned are included. - **Lead status is Open** — only leads that are still open are shown. 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 owner"). - **Operator**: This shows how the field relates to the value ("is empty"). - **Value**: This is the specific data you're looking at (for the "is empty" operator, no value is needed). Each of these elements can be customized by clicking on them and choosing a different option. **NOTE:** Because of the "Lead status is Open" filter, converted and lost leads without an owner are excluded by default. If you want to see every ownerless lead regardless of status, click on the status filter and adjust or remove it. #### 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. - **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 Unassigned Leads report showing open leads without an owner](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/unassigned-leads.png) The results are displayed as a table, sorted by "Lead created" with the newest leads first — so freshly captured leads that still need an owner appear at the top. The table is paginated, with the total count shown so you always know how many leads are waiting to be assigned. The report includes the following columns by default: - **Lead Name**: the name of the lead, through which you can access their lead card and assign an owner - **Lead email** and **Lead mobile**: contact details, so you can follow up right away - **Lead source**: the marketing source through which the lead discovered your practice. For more information regarding marketing sources in Pabau, review this [article](https://support.pabau.com/en/pabau2/how-to-create-a-marketing-source?hsLang=en). - **Lead stage**: the stage the lead is in - **Lead created**: the date the lead was created in Pabau — the value the report is sorted on - **Pipeline name** and **Pipeline stage**: the pipeline the lead sits in and its current stage within it. 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** To keep your own version of the report, 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 an Excel or CSV 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 Unassigned Leads 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 Unassigned Leads report and make sure every new lead gets an owner while they are still warm. 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 Lost Leads by Reason Report](https://support.pabau.com/en/pabau2/how-to-generate-the-lost-leads-by-reason-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. 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