> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.simplecheck.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Reports: Read Monthly Performance and Download PDF or CSV

## Open the Monthly Performance Report

Click **Reports** in the sidebar or **View Report** from Account Information. The report turns raw X-Ray activity into a monthly lead-quality story you can share with sales and advertising teams.

Use **Report Period** to choose **Month** and **Year**.

![Monthly Performance Report](https://storage.crisp.chat/users/helpdesk/website/-/4/8/2/5/4825c588c306580/helpdesk-1784835468140-reports_13tm75v.png)

*Choose the month/year, review summary cards and score distribution, then download PDF or CSV when data exists.*

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## Why This Report Is Valuable

- Measure whether traffic quality is improving—not just lead volume
- Compare attempted versus successful X-Ray checks
- Track the share of qualified leads (650+)
- Use score brackets and available credit to refine routing thresholds
- Export a clean PDF/CSV for decision-makers

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## Summary Metrics

The report includes:

- **Total Attempted**
- **Successful**
- Success rate
- **Avg Credit Score**
- **Qualified Leads (650+)**
- Qualified ratio and changes from the comparison period

Attempted and successful counts are different because failed/unmatched X-Ray checks can exist without successful report data.

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## Credit Score Distribution

**Credit Score Distribution** groups successful records into score brackets and shows:

- Lead count
- Percentage of total
- Average available credit
- Change from the previous period

Use these trends for analysis—not as a substitute for reviewing individual outcomes.

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## Lead Details

The details table can include:

- Name/email
- Credit score
- Available credit
- DTI
- Income
- Success/failed status
- Date

The screen displays up to the first 100 leads. Use exports for the complete report.

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## Download PDF or CSV

- **Download PDF** — formatted summary/report
- **Download CSV** — full row-level data for analysis

Downloads reflect the selected month/year. Store exported financial/contact data securely and restrict access.

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## Billing vs Reports

Reports show operational performance. X-Ray billing is based on successful pulls and your account’s current report rate; the report dashboard is not an invoice.

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## Troubleshooting

### No data appears
Confirm the selected month/year and that the account had attempted X-Ray checks in that period.

### Downloads are disabled
A report must load successfully before PDF/CSV is available.

### Totals do not match CRM totals
The report reflects SmartForm/X-Ray records; CRM filters, duplicates, deletions, or sync failures can produce different totals.

### Submission views are paywalled
Reactivate the SmartForm Subscription. Intake/delivery may continue while portal views are hidden.

Contact support with the report month/year and account email; do not attach unredacted CSV data unless requested through an approved secure channel.