- On the left navigation, click Reporting & Analytics > Analytics.
- Choose your dashboard. Click HERE to learn more.
- On the right side of the page, click Filter.
- A slide out page appears.
- The following filters are available for each dashboard:
- Monthly Campaign Performance
- Time Period - Choose between months, calendar dates, or time frame.
- campaign_type - Choose a certain campaign type.
- campaign_name - Choose between your different campaigns by name.
- contact_source - Different sources of your campaigns.
- email_name - Choose from different email names.
- Mortgage Loans Demographics
- Months in latest_stage_date
- loan_purpose - Choose from different loan purpose types.
- loan_product_name - Different types of loan product names.
- Mortgage Loans Production Overview
- Latest Stage Date
- Loan Purpose - Filter by different purposes of loans.
- Loan Product Name - Different types of loan product names.
- Customer Intelligence Attribution
- Alert type - Credit inquiry, equity alert, listing alert, and rate alert.
- User Activity
- Time Period - Choose between months, calendar dates, or time frame.
- user_role (users) - Filter through a list of all user roles in your organization.
- Monthly Campaign Performance
- Hover your mouse over the filter to show the pencil icon.
- Click on the pencil icon of the filter you want to adjust.
- Note: Click Include all if you want all filters to be selected in your dashboard.
