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Rebecca Kornblum

Rebecca Kornblum

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Overview

The Preset Report tool allows administrators to create preset reports and share them with anyone in the company via My Pipeline. The administrator must have access to Custom Filters and Preset Reports in order to define the data set requirements. Access may be requested by submitting a support ticket.

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  1. Click My Pipeline from the inSight dropdown options.

     

  2. The My Pipeline screen opens.

     

  3. Select a preset report from the Preset Report dropdown. Note that when a specific preset report is selected, all fields (excluding the Team/Agent field) are grayed out and cannot be changed.

  4. Click Run Report to view the selected preset report.
    The Run Report button can be clicked every 30 seconds.

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  5. The preset report results appear to the right. Only those reports the user has permission to see will appear.

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