General Info

Quick Reports are an excellent, easy-to-use feature that allows you to access the key data regarding your applications.

The Report Configurator has been designed with an easy-to-use interface with various customizable options to create a personalized report.

For advanced custom reports please click here.

The Reports Menu

To access reporting go to Reports in main navigation bar.

Click on 'Reports' button to open the sidebar menu.

Existing reports will be listed in the sidebar menu.

The "Actions" button will give you options to delete or copy the selected existing report(s).

To view one of your existing reports, just click on its name from the list. If you need to make changes to existing report, click on the pencil icon next to it.

To create a new report, click on the "Add New" button on the reports sidebar.

You can choose between using Quick or Advanced reports, depending on information complexity and depth you are aiming for.

Creating Quick Reports

Quick reports will be launched by default when you click the "Add New" button. You have the option to select the criteria based on which the data will be ranked.

1. Select what type of report you require. There are six options:

Leaderboard - Listing organisations and users by volume or number of transactions.
Pipeline - Tracking how many deals are being processed through the various milestone stages of a workflow in a given time period.
Conversion - Percentage of deal conversion in a given time period. This percentage is measured against the total deals marked as settled.
Deal - Listing deals with given status and in given time period.
Product - Listing products with given status and in given time period.
Contacts - Contact anniversary reports (upcoming birthdays, fixed expiry, etc.). This report can also be used for listing and exporting all your contacts.

2. The "Object" dropdown field is where you can select:

Branch
User
Partner
Lender

Enterprise organization will have two additional options here: enterprise and group.

3. Time period can be selected either as relative (eg. Previous 3 months) or absolute (from 01/01/2019-31/03/2019):

Relative time example:

Absolute time example:

Note that only one (relative or absolute) can be selected, not both.

4. Next is the deal status dropdown (or milestone for Pipeline reports). Status can be gateway generated (ApplyOnline or LoanApp) and system statuses (Won/Lost/Paused/Settled/Stale)

Milestone stage type is the only option available for generating reports. The Normal stage type, also known as Step, is not included as an option within reports.

Stage type can be set by organization owner (or managing agent) in Organization Workflow Settings.

5. You also have the choice to pick out deal labels to add to your report.

6. You can also filter report by State (AU only).

Organisations with users in multiple state can run state based reports. Simply type state abbreviation in the filter field (e.g. NSW, VIC, QLQ, WA, SA, TAS, ACT, NT).

7. Last, we have the value option (90% of time this will be Deal Value).

After you have customized your quick report, make sure to give it a name so you can easily find it on the list and use in the future.

When you are finished making your selections and are ready to create your report, press the "Apply" button at the bottom of the sidebar.

Explaining Statuses

Created - Deal created in the CRM by user (or via API/web forms). See this article on how to create new deal.
Stale - When a deal has been in the same stage for a given number of days, this is referred to as a "stale status" situation.
Paused - Deal that was manually put on hold in CRM but user, for an unspecified period of time.
Lodged - Deal lodged to the gateway (AOL or LoanApp).
Submitted - Deal submitted to lender once in the gateway (AOL or LoanApp), back channel message driven (note CBA doesn't have 'Submitted' status).
Conditionally approved - Deal conditionally approved by lender in the gateway (AOL or LoanApp), back channel message driven.
Approved - Deal formally (unconditionally) approved by lender in the gateway (AOL or LoanApp), back channel message driven.
Settled - Deal manually marked as Settled in CRM by user. See this article for manual deal status setting
Won - Deal manually marked as Won in CRM by user. Deal should be placed in this state when broker has been paid their commissions.
Withdrawn - Deal marked as withdrawn in gateway (AOL or LoanApp), back channel message driven
Declined - Deal declined by lender in the gateway (AOL or LoanApp), back channel message driven
Lost - Deal manually marked as Lost in CRM by user.

Exporting Reports

To export a quick reports as an excel file, simply run your report and click on "Export to excel" button located on top right. The file will be downloaded immediately to your destination folder.

If you cannot see the export option, kindly check with your organization admin to confirm if this permission is given to non-admin users.