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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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Customizable View Panel Fields
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 displays 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. | ||
Workflow 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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Report results appear on the right panel of the My Pipeline page. The main grid section is blank and contains the message: Run the report to view the pipeline. When a report is run, up to 2000 results (2000 apps) are displayed in the grid according to the filter set selected. The leads clicked within the report open in a new tab in inFlow.
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Report Columns
The sorting order for all columns in the system default view is descending. Columns can be moved to change the order of the display. No columns can be added but can be temporarily removed from the system default view via column options.
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