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The customizable view panel of My Pipeline appears on the left side of the My Pipeline page by default. The system default view can be collapsed and expanded but cannot be deleted, edited, or removed. Unless a user has a filter view marked as Primary, every time the user navigates to a My Pipeline report, the default view is displayed.
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Users enter data into the fields and click Run Report to view customizable data reports. Without any 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 results that include/exclude applications that are assigned to inActive users. this applies when “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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