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Users enter data into the fields and click Run Report to view customizable data reports. Without any a filter set saved and selected, the Run Report button is disabled.
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Field | Description |
|---|---|
Preset Report | See the Preset Reports article for details. |
Team/Agent | The team or agent selected for the report. |
Include Inactive Applications | This toggle will display displays results that include/exclude applications that are assigned to inActive inactive users. this This applies when “All” All is selected in the the Team/Agent dropdown. |
+ 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. |
Branch | The logged-in user’s branches. |
Customer Type | All branch permissions of the logged-in user. |
Statuses | All statuses in the logged-in user’s workflow. |
Campaigns | All campaigns that have the same branch permissions as the logged-in user. |
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