A Marketing Report displays applications based on campaigns. The applications displayed are determined using the Team/Agent dropdown. The calendar date range can also be specified. The report provides information about the efficiency and performance of a specific campaign.
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Report Filters
Managers and administrators can run reports based on selected filters in specific fields.
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How to Use the Report Filters
Enter the desired report parameters in the Date, Branch, Loan Purpose, Campaign, and Marketing Channel fields.
Click Run Report to view the report.
Description of the Report Filters
Field | Description |
|---|---|
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 |
Property State | The state where the property is located. |
Primary Agent | |
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 |
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Columns
Certain columns in the Marketing Report are displayed by default. Additional columns may be added but are hidden by default. The columns can be ordered in ascending or descending order by clicking on the column header or selecting it in the column dropdown. Additionally, columns can be reordered by dragging the column header.
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