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Click My Pipeline from the inSight dropdown options.
The My Pipeline screen opens.
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.When a field view is associated to a preset report, the field view is cannot be updated.
When a field view is not associated to a preset report, the field view can be updated.
Click Run Report to view the selected preset report.
The Run Report button can be clicked every 30 seconds.
The preset report Preset Report results appear to the right. Only those reports the user has permission to see will appear.
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