Reporting View
In the Reports tab, you can see graphs (with real-time data) visualising:
- £ sum funded by month, showing a split between initial applications and renewals
- Count of loans by month, showing a split between initial applications and renewals
- £ sum of commission by month, showing a split between initial applications and renewals
- Count of leads by month, showing a split between initial applications and renewals
Filtering
You're able to change the date range for the graphs by using the date range filter located at the top of the page. The table uses the 'Signup Date' when querying the date range date.
Exporting data
You can export the graph data using this cloud icon in the top right hand of each graph - please note that this will not export the underlying lead-level data.
Updated 18 days ago