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eKeeper CRM Knowledge Base

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Contents


Introduction

Below is a list of the changes we have made to the reporting functionality within the eKeeper CRM

  • Reports are accessible via a dedicated reports button (found via the homepage)
  • You can now create your own search views using eKeeper CRM.
  • Saved searches now appear by default as soon as you enter the reports page


What are search views?

Search views are the columns of data that display in your search results. For example when you run a search, you may wish to display the applicants name, mortgage amount, date completed. eKeeper enables you to create specific search views which displays these fields of information.

Saved searches are a set of criteria that you use frequently for example, you may regularly run a report on the number of cases that sign-up during a particular date range, who have no associated life cover product.

Below is a comparison between the existing reports in MortgageKeeper/Commericialkeeper and eKeeper CRM


MortgageKeeper/CommercialKeeper

eKeeper CRM

Accessing reports

Previously the reports area was accessible via the advanced search link in the top right of you page. eKeeper CRM now has a dedicated Reports button on the homepage


Setting your search criteria

Previously your search criteria was split across a number of tabs. These were used to narrow down your search results. 

Now the the eKeeper CRM Reports enable searches on applicants, cases or products. Each menu provides multiple sets of criteria for the relevant search area, below is an example when a user clicks the New Mortgage Desk Search option. 

Note that the names of your search buttons on this page may appear different as the product related buttons will take their names from the names of your products.


Saved Searches

Saved searches now have a dedicated reports page, to access this all you need to do is click the 'reports' button on the homepage. 


Saving your searches

To save a set of criteria look for the new 'Saved Searches' panel page (see far right). This should appear to the left of your criteria selection page and enables you to load in criteria from existing saved searches but also create new saved searches based on the criteria that is currently selected.





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