How To Create a Default View in My Pipeline
- Rebecca Kornblum
Description
This article describes how to create primary (default) field views in My Pipeline that auto-populate. This article is divided into the following sections:
Overview
The My Pipeline opening screen has two sections:
The left side of the screen includes fields that allow you to define different field views and filter sets.
The right side of the screen shows data results based on the selected field view and filter set.
Field Descriptions
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. |
Create a Default View
The first time you log in to My Pipeline, you will need to create a filter set to establish your default view for future logins. You will need to set a primary filter set. We recommend setting this to all of your leads. Once set up, you can open My Pipeline and click the Run button to access your primary My Pipeline data set. In this section, we will create a sample filter set.
Log in to Insellerate.
Select My Pipeline from the inSight dropdown list.
The My Pipeline page opens.
Select All from the Team/Agent dropdown list.
Select My Branches from the Branch dropdown list.
Select the desired workflow type from the Workflow Type dropdown list. In this example, we are selecting Applications.
Select All from the Status(s) dropdown list.
Once selected, the Status(s) field will read 1 ITEM(S) Selected.To see the selected item, hover your cursor in the Status(s) field.
Select All from the Campaign(s) dropdown list.
Once selected, the Campaign(s) field will read 1 ITEM(S) Selected.
To see the selected item, hover your cursor in the Campaign(s) field.Create the new filter set by clicking the + in the Filter Set field.
The Filter Setting Name window opens.
Enter a name in the Filter Set field.
Slide the Primary button to Yes to use the new filter set as your default.
Click Create to create the report.
The All Applicants default filter set is created successfully. Click the Filter Set dropdown arrow to view all available filter sets. The All Applicants filter set is the only filter set available until additional filter sets are created.
Click the Field View dropdown arrow to see all available field views. The system default field views are the only field views available until additional field views are created.
Click Run Report.
The default view report opens. It may take 3-20 seconds for the data to load and the report to appear.
Viewing the Default Report
Preset Columns
The System Default Report includes the following preset columns:
Navigation
Move the scroll bar, at the bottom of the screen, to the right to view all of the columns. Click the numbers/arrows below the scroll bar to move down a page at a time.
Quick Action Tools
Click an icon in the Quick Action Toolbar to perform the following actions:
View notes associated with the application
Call the application
Send an SMS to the application
Create a note
Create a follow-up
Leads Counter
The report will show up to the most recent 10,000 leads per filter set. If the filter set results in more than 10,000 leads, a message appears in the top right of the screen stating, “Showing up to 10,000 results. Refine filters to narrow results.” The counter at the bottom of the page shows how many of the 10,000 results are currently being viewed on the page.
If the filter set results in fewer than 10,000 leads, the counter at the bottom of the page shows how many of the total results are currently being viewed on the page. You can modify the filter set to narrow the report focus resulting in fewer leads.
Filtering Leads
The report results can be filtered directly inside the report. The filter options are specific to each column. To view the column filters, click the three dots after the column name and select the additional filters.
Exporting the Report
Click the X to the right of My Pipeline to export the report to Excel.
