- In the navigation menu, select Reporting & Analytics > Analytics.
- In the upper-left corner of the page, click the name of the dashboard to open the selection panel and click the name of the dashboard you want to view.
- On the right side of the page, click the Filter button. A slide-out panel appears. The filters for each dashboard depend on the data in the dashboard:
- Campaign Performance
- Time Period – Select specific months, specific calendar dates, or a common time frame.
- campaign_type – Select preferred campaign types.
- campaign_name – Select specific campaigns by name.
- contact_source – Select specific sources of your campaigns by name.
- email_name – Select specific email templates by name.
- Mortgage Loans Demographics and Mortgage Loans Production Overview
- Latest Stage Date
- Loan Purpose – Select specific loan purposes by name.
- Loan Product Name – Select specific loan products by name.
- Customer Intelligence Attribution
- Alert Types – Select specific types of alerts (Credit Inquiry, Equity Alert, Listing Alert, and Rate Alert).
- Attribution Date
- Sales Manager - Team Performance Dashboards
- Time Frame, Latest Stage Date, or Dates – Select specific months, specific calendar dates, or a common time frame.
- User Full Name – Select specific users in your organization.
- User Status or Loan Officer Status – Select active and/or inactive users.
- Cost Center – Select specific cost centers in your organization.
- Location – Select specific locations in your organization.
- Campaign Performance
- Hover your mouse pointer over the filter you want to adjust.
- Click the Edit Filter button (pencil icon) for the filter you want to adjust. A pop-up box appears with the options for that filter criterion.
- Select and/or deselect any desired options.
- Click the OK button in the box.
- The dashboard automatically updates to reflect your changes.
Tip: Click the Include all button in any filter if you want all options to be selected for that filter.
