If you look at the menu bar found on the left side of your screen you’ll find the reports tab, click on that and select “Build a Report”
Once there click “create a new report”
First select which agent’s data you want to be pulling from and name the report.
Then select the report type, this will determine the filters you’ll be using for the report.
If you select a deals report there will be more type filters to setup in step 1 Including status, application type and date type, once you have selected these you will be given a date range. If your report type is NOT deals there are no more types/filters to select in step 1.
Once you have selected your deal types (if applicable) and date range you can move onto step 2.
Step 2 determines the how you filter the deals beyond deal type/date. Keep in mind the filter is defaulted to off so in order for the range you select to work you have to toggle it on.
As you go along you can also check which filters are active by looking under Current Selected Filters.
There are advanced filters available beyond the default ones available
Once you’ve selected your filters its time to configure your report.
The filters you select here will NOT be filtering the report, instead you are selecting which columns show up in the CSV file. There is a select all feature if you want as much data as possible.
Once you’re done selecting which filters/columns will be showing on the CSV click generate report
Once there you are able to view the list you’ve generated, at which point you can either create an audience list for VelocityCRM or export as a CSV file for external CRM.
If you want to use the same report again at some point in the future you are able to save it at which point you can find it under the create a report button found on the first page.