Click the Reports tab, the Select the Gain/Lost tab.
Choose the group/agency/manager you'd like to run a report for and then select the report date range. Press Filter to generate the results.
This report tracks all new properties and any properties that have been archived. You can see the reasons, source plus what manager actioned the change and when.
You can click on each number to see a breakdown and further information.
f you need to view any report in Google Sheets/Excel, simply click the CSV option and the file will be sent to your inbox. If you would like a PDF, you can print to PDF from your browser.