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Reports
The following example shows the Loan Status and Pipeline (with Excel) report which
is displayed in the
10 After a report is generated you can manipulate the output depending on the output
type.
Types of reports
The types of reports that are included Point contain predefined report and marketing
document templates that are geared towards simplifying your business needs and
increasing your bottom line. You can also create custom templates that meet your exact
specifications.
Late Documents report
The Late Documents report is a valuable tool for ensuring that loans are timely processed.
It differs from the other standard reports because it does not automatically include every
loan in the pipeline. It lists only the loans (and their corresponding documents) that are
late.
To establish what constitutes a late document, set the Docs Due In default from Utilities >
Company Defaults > Docs Due In.
370
Generate Results
A report can contain a maximum of 500 rows. If your report exceeds 500
rows, a message is displayed that indicates your report has exceeded the
maximum number of rows that are allowed for a report.
Related information
•
For more information about the different types of report output,
refer to
Creating custom
reports, on page 379.
•
Refer to
Manipulating report
how to manipulate report output in the three formats.
screen.
Note
output, on page 388, for details about
Calyx Software
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