Click the Preset Report dropdown.
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.
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.
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: My 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.
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.
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 the data for the user’s needs.
Click the Preset Report dropdown.
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.
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.
Select a Company Preset Report.
From the Team/Agent drop-down list, select the user group from which you would like to see data.
Click Run Report to pull in the data.
Filter the data results to refine them to the view you would like to see regularly.
Click Filter.
Click Save My Preset Report.
Name the report. A best practice is to choose a descriptive name that will help you remember the data included in the report.
Click Save. The report can now be found in the Preset Report dropdown.
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).
Column Name | Column Definitions | Column Filter Type |
Application ID | Application ID associated with the lead upon creation of an application | Multi+search |
Lead Name | First and last name of the application (borrower) | Multi+search |
Create Date | Date on which the application was created in the system | Date |
Post Date | Date on which the application was posted into the system | Date |
Primary Officer | Primary agent assigned to the application | Multi+search |
Phone number | Mobile phone number of the application (borrower) | Multi+search |
Email address of the application (borrower) | Multi+search | |
Proposed Initial Loan Amount | Proposed initial loan amount of the application as mentioned in inflow | Number |
Initial Loan Amount | First of the application as mentioned in inFlow | Number |
Loan Balance First | First of the application as mentioned in inFlow | Number |
Appraised Value | Number of the appraised value for the property | Number |
Proposed Loan Purpose | Proposed loan purpose of the application as mentioned in inFlow | Multi+search |
Current Loan Purpose | Current loan purpose of the application as mentioned in inFlow | Multi+search |
Property State | The state where the property is | Multi+search |
Campaign Name | Name of the campaign the application belongs to | Multi+search |
Current Status Date | Date of the status (inFlow) the lead is currently in | Date |
Current Status | Status (inFlow) the lead is currently in | Multi+search |
Status ID | Status ID of the status the lead is currently in | Multi+search |
Current Activity Date | Date on which the application is moved to the current activity | Date |
Activity Name | Name of the activity within the status that the lead is currently in | Multi+search |
Next Activity | Name of the next activity within the status that the lead is currently in | Multi+search |
Last Phone Call | Date and time of the last phone call made to/from any of the application’s phone numbers | Date+time |
Number of Calls | Number of calls made to and from the application’s mobile phone number | Number |
Has Alert | Indicates if the lead has an alert associated with it | Multi+search |
Open Lead Flag | Indicates if the application is an open lead | Multi+search |
Branch Name | Name of the branch the application belongs to (primary branch of the primary agent) | Multi+search |
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.
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.
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.
Notice that the Run Report button disappears when the additional filters (grid filters) are applied. In its place, there are two new buttons:
Run Report w/Grid Filters button
Clear Grid Filters button
Notice that the Run Report button disappears when the additional filters (grid filters) are applied. In its place, there are two new buttons:
Run Report w/Grid Filters button
Clear Grid Filters button
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.
Notice that the Run Report w/Grid Filters and Clear Grid Filters buttons disappear when the report is run. The Run Report button returns.
Notice that the Run Report w/Grid Filters and Clear Grid Filters buttons disappear when the report is run. The Run Report button returns.
Notes
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