General Info
Advanced Reports allows you to select the data points you would like to include in your report.
Reports are based on the information contained in deals, as well as organization and workflow general information.
For quick 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 Advanced Reports
When you click on the "Add New" button, Quick reports will be opened automatically. To switch to Advanced mode, press the 'A' icon located to the left of the name field of the new report. This opens the Advanced report editor.
Options you have here are:
Name your report
Select fields in the report (either via search or click and select from drop down menu)
Select Deal Status filters
Select Deal Date filters
Set Deal Details filters
Set aggregations (if any) - Aggregations add requested fields to get the report sums
If you would like to incorporate deleted deals into reports, you can select the "Use deleted instead of open deals" checkbox.
Select Fields
You can search for the desired field to add to the advanced report by typing field name in the search field then clicking on the desired field from the dropdown.
Alternatively, expand the fields menu and scroll to select out of 2,500+ available fields.
Both options might require a 'trial and error approach' due to a number of available fields.
Search example:
Menu example:
If using Broker Tools (majority of users) select fields that have 'Broker / Asset Finance Tools' in its name (and not 'Home Loan Split').
'Home Loan Split' fields are for deals with no tools.
Deal Status Filters
Here you can choose a status that accurately reflects the report you wish to generate.
For example, if you want to create a report of completed deals, please select the 'Settled' or 'Won' checkbox.
For the report to work, please select only one status. Otherwise, the report will not be able to be generated correctly.
The status Lodged means sent to the gateway (ApplyOnline or LoanApp), while Submitted means submitted to the lender AND back channel message confirmed loan was submitted.
Deal Date Filters
In this section, you can customize the report to display results for a specific date range (depending on the status of the deal), where you can choose either a relative or absolute date system.
Absolute dates are exact calendar dates as per below:
Deal Details Filters
Here the only option currently is the State (territory), as per the example below:
Deal Aggregations
Use aggregations only to get the sums per selected fields. For example if 'User' is checked, then all sums will report on users sum for that selected period.
Do not use Aggregations if the report is to list all deals in the selected period.
An example of aggregated report:
An example of non-aggregated report:
Save Report
After you have customized your advanced 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.
Exporting Reports
To export your 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.