Total Actions Entered is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Total Actions Entered

The Total Actions entered displays a line graph of how many Actions were added to the system during the set date range with the filters applied.

Filter by Employee, Role, Priority, Type, Category, or Service Level.

Click the appropriate filter drop-down in the upper right to filter the Actions you are viewing.

• Remove filters by clicking remove by the item name.
• Remove all currently selected filters in a category by clicking in the bottom right.
• Add filters by clicking and selecting the items to add. Click to collapse the selection drop-down.
• Click APPLY to confirm your changes.

Set Date Range

Click the date range in the upper right corner to choose how much historical data to display in the tile. Choose a pre-defined range or set a custom range.

Drill Down

Click on any point of the line graph for a Grid of the Actions included in that point, or click VIEW ALL ACTIONS ENTERED for a Grid of all Actions entered with the selected filters.

• Use the Search box to search for a particular Record or Action subject.
• Click to export the Grid to CSV. You may select additional columns of data to include before downloading the CSV.
• Click any row to be taken directly to the selected Action.