How to access and utilize built-in reports in Salestrekker 2.0 to monitor and manage your Home Loan deals, tasks, and contacts (Person and Company) data. This article will walk you through the different types of reports, how to filter data, and export options.
Accessing Reports
1. Navigate to Reports: Click the Reports icon on the left-hand side of the main navigation menu.
2. Select Report Type: Choose from Home Loan, Tasks, or Contacts (Person or Company).
Home Loan Reports
By default you will be loaded with the Performance Report, but in the top right corner you are able to choose between:
Performance Report,
Sales Report, or
Compliance Report.
Data Display: Each row represents a unique deal with various data points across columns.
Navigation: Use pagination to view more deals or download the table in Excel format.
The three types of reports have been pre-built with the necessary and pertinent information for each report type.
It is not possible to create new reports from scratch.
However, you can filter the existing ones by using the available options within the selected report filter.
Tasks, Person and Company Reports
Similar reporting functionality can be used for tasks and contacts (either Person or Company). The data set will be relevant per the selected report type and you will be able to apply filtering and export option.
You will see different data in reports depending on the role that was assigned to you. Team member will see only his Deals, Tasks, Contacts (Person, Companies) or where explicitly added as a team member, while administrator access will see data from different users.
Exporting Reports
Click the Export button at the top right, the progress bar will load indicating that the work has started.
Notification will show when export file is ready.
Click to expand the left sidebar in order to access Export sidebar
Click on "Export" option to get selection of available export files to download
Right hand side drawer will open presenting you with all the exported XLS files available for download. All of them will have the report type as title, date and time stamp.
After clicking on download button, the XLS file will be downloaded on your computer at preferred downloads destination and you would be able to open it.
Filtering and Exporting Data
Apply Filters: Narrow down data using filters such as date, deal owner, workflow name, lender, and more.
Different report types will load different filtering options.
Filter indicator will show on the header part of reports where it can also be switched off if needed.
Export Filtered Data: After applying filters, export only the filtered results using the same steps as above.
