Filtering, downloading and printing proposal statistics

Customer Care ·

This article explains how to filter Proposal statistics by date and retailer, export data as a CSV file, and print the page.

Filtering proposal statistics

  1. Use the date parameters at the top of the page to choose a specific date or date range.
The date parameters at the top of the Proposal statistics page
Use the date parameters to set the time period for your data.
  1. Select retailers individually, or choose Toggle all to include all retailers. The page updates automatically to show the results.
The retailer selection panel on the Proposal statistics page
Select one or more retailers to filter the data.

Downloading proposal statistics

  1. Select Export at the top left of the page.
The Export button at the top left of the Proposal statistics page
The Export button on the Proposal statistics page.
  1. In the panel that appears, enter specific dates or select a date range.
The export panel showing date range options
Set a date range before exporting.

  1. Choose an export type:

    • Export by Organisation — downloads a CSV file of retailer data, including the number of applications started and completed, Point of Sale leads generated, and more, across all locations.
    • Export by Customer — downloads a CSV file of customer information, including the customer reference and proposal status. This provides another way to track a customer's journey.

Printing proposal statistics

  1. Select Print at the top left of the page, next to the Export button.
The Print button at the top left of the Proposal statistics page
The Print button on the Proposal statistics page.

Screenshots show example data. Your portal will look the same with your own organisation's data and settings.