Pricing Reports

Report List

Possible available reports can include:

• Loan Pipeline
• New or Renewed Loans - ROE by Officer

Report Parameters

The parameters that appear with a pricing report can include:

As you work through the parameters, earlier selections sometimes determine which parameters are available later.

Header/Footer

Select the header and footer information that appears on your reports when Excel is the selected Report File Type.

The application provides a default header for every report, but, when you select Setup, you can create, save, and reuse your own user-defined headers and footers.

When you open an Excel®-based report in Excel®, the header does not show until you open the Excel®Header and Footer Tools. Use the Excel® search feature to locate this tab quickly. If you save the report in Excel®, then you do not have to perform this action the next time that you open the file.

Officer

Select the officers that you want to include in the report. Only those officers that you are permitted to access appear in the list.

Organization

Select the organizations that you want to include in the report. Only those organizations that you are permitted to access appear in the list.

Origination Date

Select the field to open a calendar to choose an origination date for the loans that you want to include in the report. You can only select one month at a time. Each month is assigned a color:

• - Historical Month
• - Current Month

Products

Select the products that you want to include in the report.

Recipients

Select the names of the users who can receive a copy of the report from the provided list. You can send the current report to other users of the application via email.

Note: You cannot clear the name of the active user.

Report File Type

Select the output format for the report. For most reports, the choices are Excel and PDF. Some reports also offer delimited options such as Comma Delimited, Semicolon Delimited, or Fixed Column Width.

Save As Favorite

Select this option and provide a name for the favorite if you want to generate the same report again without redefining the parameters.

Share With

Select each user that you want to share the report with, and indicate whether the users have Read Only or Editable access to the shared favorite report. This parameter appears when you select the Save As Favorite option.

After defining all the report parameters, you are ready to generate the report. You can generate the current standard report now, if needed. You can also save the selected parameters, and then generate the report as a favorite.