Build the reports you need once, save them, and put your favourites on one dashboard that stays up to date.
Who this is for: Brokers, Enterprise admins
Build a report in Advanced Reporting
Click Reports and choose Advanced Reporting.
Click Create Report, or open an existing report to edit.
Choose a chart from Visualisations.
Drag fields into the chart, for example loan amount by broker.
Add a title and buttons (such as Reset or Back), then click Save Update.
Save charts as favourites
When Smart Reporting creates a chart you want to keep, click Add to Favorites.
Name it and save. It appears in the Favorites tab.
Build a canvas
Open the Canvas tab and click New Canvas.
Name it, click Add Chart and pick from your favourites.
Choose Live Data (refreshes every time) or Snapshot (keeps the chart as it was) for each chart.
Arrange the charts.
Tip: make a canvas for each area, such as sales, marketing, operations and compliance.
Email a report summary to a client
In a report's Lead Details tab, click the client's email address. Your email app opens with a draft summary, the client as recipient and you in CC. Review and send.
SLA report
Set time limits on each workflow stage (see Create workflows and stages), then view overdue leads in the SLA report. Refresh the report after changing limits.
Need a hand?
Email [email protected] and our team will get back to you.