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.

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

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

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.

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.

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.

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.

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.

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.

Updated on: 23/07/2026