Content Comparison

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• Preset Report: See the Preset Reports article for details.

• Team/Agent

• + Filter Sets: Open up this section to use My Pipeline with the legacy functionality.

  • Field View: See the Field View article for details.

  • Filter Set: See the Filter Sets article for details.

  • App created date: All time

    • 01/01/1970 to the current day

  • Team/Agent: Logged-in user

  • Branch: My The logged-in user’s branches

    • All branch permissions of the logged-in user.

  • Customer Type: Borrower

  • Statuses: All

    • All statuses in the logged-in user’s workflow.

  • Campaigns: All

    • All campaigns that have the same branch permissions as the logged-in user.

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1. Click the Preset Report dropdown.
   

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2. Click the name of the report you would like to view. In this example, we have selected to view the FULL LEADS Company Preset Report.
   

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Creating My Preset Reports

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1. Select a Company Preset Report.
   

   

2. From the Team/Agent drop-down list, select the user group from which you would like to see data.
   

   

3. Click Run Report to pull in the data.
   

   

   
   

   

4. Filter the data results to refine them to the view you would like to see regularly.

5. Click Filter.
   

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6. Click Save My Preset Report.
   

   

7. Name the report. A best practice is to choose a descriptive name that will help you remember the data included in the report.
   

   

8. Click Save. The report can now be found in the My Preset Report dropdown.

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Columns

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