Hi Michele,
Can you please walk me through the steps you took to add the report to the screen?
If I understand correctly, you created a report called Lead sheet in the report designer, then you went to the Customer screen under the Customized tab. At that point did you add a button to the screen and added the Generate Report action to that button to pull the Lead sheet report?
Also can you clarify what you mean by "did not see the prompts where I can indicate what records to process"? If you are referring to pulling reports per customer when you select that specific customer then you may want to review the details for the Generate Report action under the Print Preview button for the invoice screen, it provides an example of how to filter based on the Current Screen Active Record ID (in other words, pull the report based on the customer selected).