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Managers and administrators can run reports based on selected filters in specific fields.
Enter the desired report parameters in the Date, Branch, Loan Purpose, Campaign, and Marketing Channel fields.
Click Run Report to view the report.
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Field | Description |
|---|---|
Customer Type | The Customer Type may be a Borrower (default) or Partners. |
Date | Lists the date range options by which the manager/admin can filter grid results based on the duration in which the applications were created |
Branch | Lists all of the branch permissions of the logged-in user by which the user can filter grid results based on the primary branch of the application |
Loan Purpose | Lists all of the loan purposes mapped within the organization by which the user can filter grid results based on the loan purpose associated with the application |
Campaign | Lists all of 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 |
Marketing Channel | Lists all of the types of campaign marketing channels |
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The Sales Manager Report is divided into four sections. Each report section is divided into columns (data points) for review. The sections are:
User Information
Leads, Credit, and Locks
Status
Communication
Below is a description of each section and the field calculation logic of each column.
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Reports can be exported as an Excel file by clicking the Excel Export button. The report view can also be saved, loaded, or cleared. See the Saved Report Views article for more details.
Run the desired report.
Click Excel Export to export the report as an Excel file.
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Leads Details
All reporting numbers are hyperlinks that allow the user to drill down and access the Leads Details popup window.
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