Export Layout

This guide shows you how to create a basic export layout saved filter in the Admin Dashboard and export it to Excel.

Logging in

1. Log into CFS and click the ‘Burger’ icon in the top left

1. Click on ‘Admin’

1. In the top right of the ‘Admin Dashboard’ click on the ‘Filter’ icon

1. From here you will see the ‘Filter’ screen below

Date

1. Click on the ‘Calendar’ icon to show the date modal

1. The date range can be set manually or pre-sets can be used on the right-hand side

Date Type

1. Select what ‘Date Type’ should applied to your report

Schemes

1. If you have more than one ‘Scheme’, you can include/exclude from here

Events

1. Choose which ‘Events’ types you would like included in your report

Stages

1. Choose policies with a specific ‘Stage’ to be included/excluded

Tags

1. If you have created ‘Tags’, they can be included/excluded here

Enrichments

1. Choose any ‘Enrichments’ that are to be included/excluded

Addon

1. Choose whether the policies with ‘Addons’ should only be included

Insurers

1. Pick which ‘Insurers’ you want included/excluded

Leads

1. Pick polices associated to specific ‘Lead(s)’ that should be included/excluded

Advisers

1. Pick polices associated to specific ‘Adviser(s)’ that should be included/excluded

Export Layout

1. This is where you add fields from the scheme that are to be included as headers on your exported report

1. Click on the ‘Pencil’ icon to open the ‘Export Layout Filter’ field modal
2. To include a field in your ‘Export Layout Filter’ simply find the field on the left hand list, hold and drag over to the empty space on the right
3. We’ve added the filed ‘Event’ on the screenshot below
4. Simply pressing ‘Save’ will close the settings for this field

1. Once you’ve finished picking your fields, click ‘Save’ in the bottom right

Saving

1. You will then be taken back to the ‘Filter’ screen where you can ‘Save’ your filter
2. Click on the ‘Disk’ icon at the top of the filter screen.

Input a name for your ‘Filter’ on the modal that appears and press ‘OK’

1. This filter will then be displayed on the ‘Filter’ dropdown

1. Finally press ‘SAVE & APPLY’ at the bottom of the ‘Filter’ screen

Download to Excel

You will now be able to download policies associated to your saved filter with the fields you’ve specified

1. Click the ‘Download’ button in the type right of your ‘Admin Dashboard’

A status bar will appear showing you the status of your requested download

1. Finally, your Excel export will then will available to open via your PCs ‘Downloads’ folder