Default Stations adds an additional filter option to many of the pages you use throughout Efficio. Your Default Station selections will be the default filter when using many of the pages and reports throughout Efficio. This feature saves time by reducing common filter selections page by page.

Setup Default Stations

Manage Your Own Default Stations

Setup Default Stations for each team member by editing their Efficio profile. Follow these quick steps to setup or edit a team members Default Stations. 

  1. Visit My Profile
  2. Scroll to Stations section at the bottom of the page.
  3. Use the Default Station column to set your Default Stations. 
  4. Update Profile 

Or Manager Setup

Setup Default Stations for each team member by editing their Efficio profile. Follow these quick steps to setup or edit a team members Default Stations. 

  1. Visit Our Team
  2. Choose a Team Member
  3. Visit the Stations tab as shown below. 
  4. Use the Default Station column to set the users Default Stations. 
  5. Save Changes 

Using Default Stations

Once your Default Stations are setup, you will see a new station option on the pages listed below. This new option will be the default selection when using the following features and reports throughout Efficio. Additional pages and reports will support default stations in the future. 

Pages

  1. Home Page
  2. Account List
  3. Pendings
  4. Activities
  5. Billing Summary

Reports 

  1. AE Activity
  2. Account Goal
  3. AE Performance (Summary)
  4. Aging (AR) Summary
  5. Aging (AR) Detail
  6. Monthly Billing + Pending Detail (1 mo)
  7. Account Portfolio
  8. AE Daily Activity
  9. Flash Report
  10. Monthly Billing + Pending (3 Months)
  11. List Builder
  12. Lost Business
  13. Miller Kaplan (X-Ray) Summary
  14. Monthly Billing
  15. Avail Pending
  16. New Business Retention
  17. New / Returning / Non-Returning
  18. Pendings
  19. Proposed Pendings
  20. Pending Accuracy
  21. Pending Inventory
  22. PJPending
  23. Year to Year By Product Category
  24. Rate Card
  25. Retention
  26. Revenue Tracking
  27. Station Spending Report
  28. Weekly Closing Stats
  29. Yearly Sales History
  30. Year to Year By Agency
  31. Year to Year Report
  32. Pacing To This Time Last Year
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