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In the workspace, select the
4
template from the dropdown list.
Use the Additional Filters button to toggle the additional filters open to specify more
5
options to customize the report, or close to expand the generated report.
Use the Loan Rep and Loan Processor dropdown lists to filter the search results by a
6
specific loan representative or loan processor.
In the
7
select
To filter only loans that were in a certain status during a specific time period, select a
8
loan status from the Status Date dropdown list and specify a date range in date fields.
Click Generate.
9
Depending on the template settings, reports are output to the
a separate Excel spreadsheet, or an Excel spreadsheet which is displayed in the
lower section of the
Point User Guide
Reports
The reports that contain "Excel" in the title are generated in a Microsoft
Excel spreadsheet. These reports display in the lower portion of the
Generate results
screen.
Click the Open in Excel button to open the report in an Excel file.
Current Status
section, select the status of the loans to include in the report, or
All
to include loans of any status.
Generate Results
tab to specify the type of output, and select a
Note
screen.
Standard reports
Point Report Viewer
,
369
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