My Pipeline

This reporting feature allows you to display Preset Reports, including all applications assigned to the user specified in the Team/Agent dropdown near the top of the page. Users can see company-level reports and have the ability to create custom My Pipeline Reports.

Left Panel of My Pipeline Report

The customizable view panel of My Pipeline is always present on the left side of the My Pipeline page by default. It can be collapsed and expanded but it cannot be removed.

You can input customized settings on the panel to display a particular report.

• Preset Report: See the Preset Reports article for details.

• Team/Agent

• + 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

  • Team/Agent: Logged-in user

  • Branch: The logged-in user’s branches

    • All branch permissions of the logged-in user.

  • Customer Type: Borrower

  • Statuses: All

    • All statuses in the logged-in user’s workflow.

  • Campaigns: All

    • All campaigns that have the same branch permissions as the logged-in user.

Notes

• The main grid section is blank and contains the message: Run the report to view the pipeline.

• The system default view cannot be deleted or edited.

• Without any filter set saved and selected, the Run Report button is disabled.

• Without a filter view marked as Primary, every time a user navigates to a My Pipeline report, the default view (as seen in the above screenshot) is displayed.

• The default sorting order of My Pipeline is descending order of App Created Date columns.

Accessing Company Preset Reports

Company Preset Reports are set up by an organization’s administrators and contain the parameters for data they build in the report. Running a Company Preset Report will search for all the leads that meet the report's criteria and bring the results into a datasheet view on the screen. The data results can be filtered and refined for the user’s needs.

1. Click the Preset Report dropdown.
   

   

2. Click the name of the report you would like to view. In this example, we have selected to view the FULL LEADS Company Preset Report.
   

   

Creating My Preset Reports

Any Company Preset Report can be filtered to see a more focused view of the data. Once you filter the data to a view that you want to reference regularly, you can save the view as a My Preset Report for regular use.

1. Select a Company Preset Report.
   

   

2. From the Team/Agent drop-down list, select the user group from which you would like to see data.
   

   

3. Click Run Report to pull in the data.
   

   

   
   

   

4. Filter the data results to refine them to the view you would like to see regularly.

5. Click Filter.
   

   

6. Click Save My Preset Report.
   

   

7. Name the report. A best practice is to choose a descriptive name that will help you remember the data included in the report.
   

   

8. Click Save. The report can now be found in the My Preset Report dropdown.

Columns

• All fields in the system default view belong to the borrower in inFlow.

• The default sorting order for all columns in the system default view is descending.

• No columns can be added but can be temporarily removed from the system default view via column options.

• Up to 2000 results (2000 apps) are displayed in the grid according to the filter set selected.

• Columns can be moved to change the order of the display.

• The leads clicked within the report will be opened in a new tab (inFlow).

Export Excel

The Export Excel button is used to export data from the My Pipeline grid into an Excel file downloaded to the user’s system. It is displayed only if the organization and user have Excel Export permission turned On in Superadmin.

• The Excel Export button does not appear until the report has been run and grid results are displayed.

• With Kendo + ExportAllPages permission turned On for the organization, the Export Excel button will export all pages of the grid results.

• With Kendo + ExportAllPages permission turned On for the organization, the Export Excel button will only export the first 100 results of the grid results.
  
  

  

Running a Report

The Run Report button is used to create a report based on your customized settings.

If no data is found when you click the Run Report button, a popup notification is displayed.

When a filter is changed, a warning message is displayed.

If results exceed 2000 when you click the Run Report button, a warning message is displayed.

Server Side Filtering

If more than 2000 results meet the customized settings for a report, only the first 2000 will be listed in the search results. The number of additional results that meet the report criteria can be seen in the top right of the screen. The results are filtered by the App Created Date column and list the leads by the most recently created.

In this example, there are a total of 4602 results but only the first 2000 are listed.

To further refine the first 2000 search results, you can select a column and add more filters.

When you click Filter, the additional filters (grid filters) are applied to the 2000 search results. In this example, 33 of the 2000 results meet the report and grid filter criteria.

When you click the Run Report w/Grid Filters button, the additional filters (grid filters) are applied to the database, capturing the remaining search results (2001 through 4602). The count at the bottom right of the screen shows you the total number of search results in the database that meet the search criteria. No more than 2000 search results may be viewed.

In this example, 306 items in the database meet the criteria in the original report plus the added filters.

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