Preset Reports

Overview

The Preset Report tool allows administrators to create preset reports and share them with anyone in the company via My Pipeline. The administrator must have access to Custom Filters and Preset Reports in order to define the data set requirements. Access may be requested by submitting a support ticket.

Create a Preset Report

1. Click the Admin tab.

2. Click Preset Reports from the Admin dropdown list.
   
   

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3. The Preset Report (Preset Report List) screen opens.
   
   

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4. Click Add.
   
   

    

5. The Preset Report (Preset Report List) data input screen opens.
   
   

    

6. Complete the following required fields:

   • Name – This will be the name of the new preset report.
     
     

      

   • Fields – This dropdown list contains all of the custom fields created in My Pipeline. The items in the list can only be changed through the Field Views in My Pipeline. See Field Views for more information.
     
     

      

   • Filters – The filter(s) created earlier via Custom Filters are listed here.
     
     

      

7. Complete the Permissions fields. The Permissions fields identify objects that meet the following:

   • At least one criterion within the Branch and Role fields
     OR

   • At least one criterion within the User field
     
     

      

8. Click Add to add the new preset report.
   
   

    

9. A green popup notification confirms the successful addition of the new preset report.
   
   

View Preset Reports

1. Click My Pipeline from the inSight dropdown options.
   
   

    

2. The My Pipeline screen opens.
   
   

    

3. Select a preset report from the Preset Report dropdown.

   • When a field view is associated to a preset report, the field view is cannot be updated.

   • When a field view is not associated to a preset report, the field view can be updated.
     
     

      

4. Click Run Report to view the selected preset report.
   The Run Report button can be clicked every 30 seconds.
   
   

    

5. The Preset Report results appear to the right. Only those reports the user has permission to see will appear.
   
   

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.