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All Application Roles
All applications assigned to agent
Multiple agents can be assigned to same application
All Follow Ups
All leads with a follow up action tied to them
All Leads
All applications within the organization
All Prospects
All leads within the organization
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Columns
Column Name | Column Filter Type | Description |
|---|---|---|
Report Type | Multi+search | Name of report being run |
Requested | Date+time | Time and date on which the report was requested to be run |
Status | Multi+search | Status of the report as it is being run:
|
Completed | Date+time | Time and date when the report finished running |
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Functions of the Buttons on My Report
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Select the type of report to run.
Click theRun Report button.
A green toastr popup notification is displayed to notify you that an email will be sent when the report is ready.
Refresh the page to see the query status of the selected report.
Download a Report
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You can delete any report that is available for download and the row will be permanently removed from the grid. A green toastr popup notification is displayed to notify you that the selected report has been deleted.
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The Cancel button is displayed only when the report is still queued. A green toastr popup notification is displayed to notify you that the selected report has been cancelled. This button is available only for the duration of the report being processed and is replaced by the Delete button once the report is completed.
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