Filtering your results

Your eKeeper system can contain a potentially vast database of Cases and Products, and also Applicants/Clients assigned to those Cases or Products. The eKeeper reporting tool enables you to filter down your database and display a list of cases that meet a particular set of criteria that you provide. This section will show you how to filter your database down by your desired criteria; for example, you may wish to display cases that have completed in the month of May, or find cases that enquired in January.

To begin navigate to your Homepage (see right) and look for the Reports button in the top right corner of the page (figure 1)

Figure 1 - Reports Button

Selecting search area

You will now see the Search Criteria selection page. To continue select the area you wish to search using the appropriate button at the top of right of the page (figure 2)

Figure 2 - Search Area buttons 

Selecting your Search Criteria

Now that you have chosen your area, you will see a number of search criteria on the page in front of you. Below is an example of a search against 'Mortgages'. To continue simply select your desired criteria.

Figure 3 - Search Criteria (Mortgage Desk Search)

Selecting the information to be displayed

So far you have selected the criteria that filters your database down and restricts the results that are displayed when you click search. However the information that displays against your cases/products is key to the report that is produced. To determine the information displayed you need to select a search view, this will decide on the information that is displayed against your results 

To select a search view, scroll to the bottom of the page and find a section titled How would you like to display the results? (figure 4). This will list the current search views available in your system. 

Figure 4 - Search View selection section (search criteria page)

Confirming your search

To confirm your search click the Search button that appears in the bottom navigation bar (figure 4). 

Figure 4 - Bottom Navigation Bar

You will now see your search results. 

Figure 5 - Search Results (for a mortgage desk search)

Changing the search view in your results

Now that you have your search results, you may decide you want to change the data you wish to be display against your results. To do this use the Search View dropdown field to the top right of your results (figure 6). Simple select the view you wish to change your results to and the results will dynamically update. 

Figure 6 - Search Views

Grouping your search results to generate some statistics

eKeeper provides the option to generate some statistics based on the results of your search.

To group your results click the Group Results button on the bottom navigation bar. 

Figure 7 - Navigation Bar (bottom)

A box will then appear that allows you to breakdown your results and provide some statistics. 

Figure 8 - Breakdown These Results window

Once you have decided on your breakdown options (see right), click the show results button. You should then see something similar to the screen below.

The example below is a breakdown by the Adviser and then lender, showing number of products and percentage of number of products.

Figure 9 - Grouped Data Breakdown

Exporting your search results

Once you have your results and you have settled on a search view, you can then export your results to an excel spreadsheet.

To do this you need to select the results you wish to export (figure 10)

Figure 10 - Search Results (2 results selected)

All you need to do next is click the Export To Spreadsheet button on the bottom navigation bar (figure 11)

Figure 11 - Navigation bar (bottom)