Lo Summary - Calyx Point 7 User Manual

Reports
Customizing
Use the dropdown arrow to remove a year from the total data calculation or to select a
specific year for which you want to view the data.
Double-click one of the amount rows to display a table full of data for the name shown in
the heading.

LO summary

Displays a table of sales figures by loan officer. By customizing any necessary data in the
table, you can then view a chart of the information by clicking the Dash Board button.
Customizing
Use the dropdown arrow to remove a loan representative from the total data calculation or
to select a specific representative for which you want to view the data.
Double-click one of the amount rows to display a table full of data for the name shown in
the heading.
(If Kathy Bakewell is shown as the representative at the top of the column and you double
click one of the rows, you receive a report of her sales for that time period:
374
Dropdown arrow
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