Note
Please reach out to your CSM for assistance with completing this task.
Since you can only download standard reports on a weekly and monthly basis, filtering certain columns within the downloaded .CSV files allows you to break certain reports down at a more custom level.
The following table defines which column on the specific report needs to be filtered:
| Report Name | Filtered Column |
|---|---|
| Do Not Contact | archived_at |
| Focused View | outcome_date |
| Funded Loans | funded_date |
| Login | created_on |
| Site Page | created_on |
| SMS | send_date |
| Unsubscribe | created_at |
| User Level | unsub_time |