Description

This article describes how to run a report in My Pipeline. Before running a report, a default view must already be established. This article covers the following topics:

How to Run a Report

1. Select My Pipeline from the inSight dropdown menu.
   
   

   Open

   

2. The My Pipeline page opens.
   
   

   Open

   

3. Click + Filter Sets to open the customizable left panel.

4. Choose a report from the Preset Report dropdown list
   OR
   Complete the fields in the customizable left panel to set parameters for the report (steps 6-13).
   
   

5. Select a name from the Team/Agent dropdown list.

6. Turn the Include Inactive Applications toggle switch to On to include inactive applications in the report results; otherwise, leave it set to Off.

7. Select a field view from the Field View dropdown list.

8. Select a filter set from the Filter Set dropdown list.

9. Enter date parameters in the App Created Date dropdown list.

10. Select the branch(es) from the Branch dropdown list.

11. Select All, Applications, or Partner from the Workflow Type dropdown list.

12. Select the status(es) from the Status(es) dropdown list.

13. Select the campaign(s) from the Campaign(s) dropdown list.

14. Click Run Report.

How to Rerun the Report with Filtered Leads

1. Filter the leads per the report requirements. In this example, we are filtering the Lead Name column to show specific names. In this example, the report has 439 results prior to being rerun with additional filters.
   
   

2. The new report opens with narrowed results; the report now has 46 results. 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
     
     

3. Click the Run Report w/Grid Filters button. The additional filters (grid filters) are applied to the database. This ensures that any search results beyond the 10,000 limit that can be displayed are captured. The count at the bottom right of the screen shows the total number of search results in the database that meet the search criteria. No more than 10, 000 search results may be viewed. (In this example, the results did not change.)
   The Run Report w/Grid Filters and Clear Grid Filters buttons disappear when the report is run. The Run Report button returns.