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Rebecca Kornblum

Rebecca Kornblum

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Retrieve Report Based on Selected Filters

Image RemovedEnter the Date, Branch, and Campaign information to run a specific report.

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Users can export reports as an Excel file by clicking the Excel Export button. The report view can also be saved/loaded/cleared. See the Saved Report Views article for more details.

Report Filter

Description

Date

  • Defines the time period of the report

  • Always defaults to the current date when first opened

Branch

  • Always defaults to My Branch when first opened

  • Branch filter lists out all the branch permissions of the logged-in user by which the user can filter grid results based on the primary branch of the application

Campaign

  • Always defaults to All when first opened

  • Campaign filter lists out all the campaigns that have matching branch permissions with the logged-in user by which the user can filter grid results based on the campaign the application belongs to

Report Columns

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Columns Displayed by Default

  • Additional columns can be added to the report.

  • Column totals are listed at the bottom of the report.

  • The Totals row contains the aggregated data of the respective columns.

Column Name

Column Filter Type

Description

Referral Partner TypeMulti+search

Type of referral partner

Referral Partner Name

Multi+search

Name of referral partner

Referral Partner BranchMulti+search

Branch of the referral partner

Primary Agent

Agent initially assigned to a lead

Referral Partner CompanyMulti+search

Company of the referral partner

Total Leads

Number

Total amount of leads

Conversion RateNumber

Amounts of lead provided/funded

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