Custom Reports
Revision 7.07
CHAPTER 6: CUSTOM REPORTS .............................................................................. 3
VIEWING CUSTOM REPORTS ............................................................................................ 3
SAMPLE REPORTS ............................................................................................................ 5
CREATING AND EDITING CUSTOM REPORTS .................................................................... 6
Selecting Custom Report Fields.................................................................................. 7
Field Functions ........................................................................................................... 9
Sorting Order ............................................................................................................ 10
Grouping Order ........................................................................................................ 10
Creating Conditions.................................................................................................. 14
Setting Date Range ................................................................................................... 20
Viewing, Printing, and Exporting Reports................................................................ 21
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Chapter 6: Custom Reports
Effective management of your business relies on the availability of sound data. Since
Lender’s Office is a real-time system, you can be assured that the data collected for your
management reports is up to date and accurate, allowing you to perform business
analyses more frequently.
Viewing Custom Reports
To view custom reports, click on the Custom Reports link under the Reporting section
on the Pipeline screen. The interface is divided into three tabs (see Figure 1).
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Your queries: Listing of custom reports you have created.
Others’ queries: Listing of custom reports created by others.
Sample queries: Listing of sample reports provided by Lender’s Office.
Figure 1: Loan Report Queries screen
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Each query (custom report) has five option links, providing different functionality:
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Click the show properties link to view a summary and description of the custom
report, including the report author and last modified date.
Figure 2: Report properties are displayed
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Click the edit link to modify the properties of the report. For more information
about editing custom reports, see “Creating and Editing Custom Reports”.
Click the run link to generate the report (see Figure 3).
Figure 3: Report generated from "run" link
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Click the copy link to create an editable copy of a report. The copy will be
placed in the Your queries folder.
Click on the delete link to delete a custom report. You are only allowed to delete
custom reports that you have created.
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Sample Reports
The Sample report queries folder contains several different sample reports that come
included with the Lender’s Office system. To view a description of each sample report,
click the show properties link. Click the run link to generate the sample report.
Figure 4: Sample queries screen
The reports can be edited by clicking the view link; however, any modifications made to
a sample report will not be saved. Instead, Lender’s Office allows you to copy sample
reports in two easy steps:
1. Select each report you wish to copy by clicking on the check box next to the
report’s name.
2. Click Copy selected samples. The copied sample reports will appear in the Your
queries folder.
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Creating and Editing Custom Reports
1. From the Pipeline screen, click the Custom Reports link under the Reporting
section of the Navigation Bar to bring up the Loan Report Queries screen.
2. From the Your queries folder tab, click Add new to create a new custom report.
Click on the edit link to modify an existing custom report. The Report Editor
Main Interface is shown in Figure 5.
Figure 5: Report Editor Main Interface – New blank report without fields
3. Create a name for the report by typing the name of the report in the Name box.
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Selecting Custom Report Fields
Figure 6: Report Editor Main Interface – Existing Report with fields
1. Every report derives its data from the Report Fields. Click Add/Remove Fields
to select the report fields that will be used for your report (see Figure 6). The
Report Field Editor will display as in Figure 7.
Figure 7: Report Field Editor Interface
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2. Custom Reports are so flexible that the list of reportable fields can be quite
lengthy. To help you locate related fields more quickly, click on the Show group
list arrow to see the fields organized into loan file information groups (see Figure 8).
Figure 8: Locate a field with a list or by search
3. Another way to locate a specific field is by typing the field name you are looking
for in the Search for box, and then clicking Next (see Figure 8).
4. To add a field to your report, click on the include link next to the field name (see
Figure 8).
5. Continue adding fields to your custom report. Included fields will be displayed in
the Report fields box on the right side of the screen (see Figure 8).
6. Each field will appear as a column header inside of the report. The first field in
the Report fields list will be the left-most column header. The last field in the
Report fields list will be the right-most column header. Modify the order that the
fields appear in the report by clicking on the ▲ and ▼ arrows. Fields can be
deleted by clicking the remove link next to the field name.
7. Click Save to save your field selections.
8. Click Back to go to the previous screen.
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Field Functions
After selecting the fields to use in the report, you can perform different functions on those
fields to help organize the data.
From the Report Editor Main Interface (see Figure 9), click on the Field names and
functions boxes to perform field calculations.
Figure 9: Select field calculation functions
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Avg: Calculate the average value of a field
Min: Display the minimum value of a field.
Max: Display the maximum value of a field.
Sum: Calculate the sum of all values of a field.
Sort: Sort all values in the selected field numerically or alphabetically.
Groups: Groups values by the selected field.
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Sorting Order
Since more than one field can be used for sorting, you can specify the sorting order by
moving the field position in the Sorting order area using the ▲ or ▼ arrow buttons (see
Figure 10).
Figure 10: Sorting order area
When you mark a field to be sorted, you can also specify whether you want the sort order
to be in descending order by selecting the Descending? box. By default, the sorting
order is ascending.
Grouping Order
Grouping your data is an extremely valuable way of interpreting information and
detecting trends. In particular, Grouping allows you to generate reports that can help
monitor loan production across your entire organization. The following examples will
address the different ways Grouping can be used to organize your reports.
Simple Groups
Instead of dealing with a report that will list all of the loans in your database, you can
organize loan files into groups. In the example below, we have put loans into groups by
Loan Officer Name.
Figure 11: Grouping Order
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The resulting report lists each file belonging to individual loan officers (see Figure 12).
Figure 12: Report with Officer Name grouping
Now we will apply another grouping level, the Loan Status.
Figure 13: Grouping Order with Officer Name and Loan Status
The resulting report lists each loan file belonging to individual loan officers, and
separates them further by loan status (see Figure 14). Adding more groupings merely
breaks the data into smaller clusters.
Figure 14: Report grouped by Officer Name and Loan Status
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Crossed Groups
In the Grouping order area, there are check boxes under the Crossed? column. This
setting essentially collapses the group and provides a total for the selected field. In
Figure 15, we have grouped and crossed the Loan Officer name.
Figure 15: Officer Name field is grouped and crossed
The resulting report lists all the loan officer names and provides a total for all their loans
(see Figure 16).
Figure 16: Crossed Officer Name report
Adding another non-crossed grouping allows you to split all the loan officer loan totals
into separate groups. In Figure 17 we have added Loan Status as a non-crossed group.
Figure 17: The non-crossed Loan Status is added to the Grouping Order
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The following report provides loan totals for each loan officer, but now they are grouped
by loan status.
Figure 18: Crossed Officer Name and Non-Crossed Loan Status report
Adding more crossed groups is useful when you want to view your data in a condensed
grid like format. In Figure 19 , we have crossed both the Loan Officer and Loan Status.
Figure 19: Crossed Loan Officer and Crossed Loan Status report
Notice how the loan totals are summed by each loan officer and how the loan status
groupings run across the report as columns instead of separate sections.
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Creating Conditions
Conditions can be applied to your custom report to filter the results. For maximum
customization, you can add an unlimited number of conditions to your report.
1. From the Report Editor Main Interface, click Add/Edit/Remove Conditions
(see Figure 20).
Figure 20: Adding Conditions to a Custom Report
2. The Conditions Editor Interface is shown in Figure 21. Conditions are
organized in a “tree” structure and can be applied as Simple Conditions or
Complex Conditions.
Figure 21: Conditions Editor Interface
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Simple Conditions
Simple conditions are single layer conditions that filter a report for a specific variable or
field. As an example, let’s create a report to display only FHA loans.
1. From the Conditions Editor Interface, click Add condition. This will display
the three parameters you will need to specify to create a condition: field, operator,
and value. (see Figure 22).
Figure 22: Conditions are made up of three parameters
2. Click the select field link. The right side of the screen will display a list of
condition parameters for you to choose from (see Figure 23). The Select conditions
parameters list functions like the Report Field Editor in Figure 8 .
Figure 23: Select a condition parameter
3. Click the select link next to Loan Type.
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4. Click the select operator link (see Figure 22). The right side of the screen will
display the Comparison Operators… list (see Figure 24).
Figure 24: Select a comparison operator
5. Click the select link for “= Must match”
6. Click the select value link (see Figure 22). The right side of the screen will look
like Figure 25.
Figure 25: Select a condition parameter for "value"
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7. Select the Type option, and then choose FHA from the Type list.
8. Click Select. The Condition Parameters interface should look like Figure 26.
Figure 26: FHA Only condition
9. Click OK to finish creating the condition.
Complex Conditions
The Conditions Editor is able to perform advanced filtering, allowing you to create multilayered conditions for detailed reporting. Let’s say you wanted to create a Month-ToDate (MTD) report that includes all loans that were open, closed, or canceled within the
most recent month. Although it sounds easy, this is a Complex Condition because it is
multi-layered in the following fashion:
Month To Date Report
For all loans
For open loans
Between Start of Month and Today
For closed loans
Between Start of Month and Today
For canceled loans
Between Start of Month and Today
1. From the Conditions Editor Interface, click Add Group.
2. Choose a group type (see Figure 27).
Figure 27: Choose Group Type
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3. Because we want to include loans that were opened OR closed OR canceled, we
will select the At least one must be true option and click OK.
4. Underneath the main group, All must be true, a sub-group named Only one
needs to be true (see Figure 28).
Figure 28: Condition sub-group
5. Now we will create a condition sub-sub-group for opened loans. Because we
want the report to only include loans opened between the Start of the current
month AND Today. Click the Add group button in the Only one needs to be
true sub-group and select the All must be true option.
6. Click Add condition in the open loan conditions sub-group.
7. Similar to Figure 26, create a condition
“[Open Date >=][Beginning of This Month]”
8. Click on Add condition to create a condition “[Open Date] <= [Today]”
9. The condition parameters will display as in Figure 29.
Figure 29: Opened Date Condition sub-group
10. Create similar sub-groups for Closed Date and Canceled Date by following
Steps 5 through 9.
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11. The completed condition parameters should be displayed as in Figure 30.
Figure 30: Complex Conditions
When you are finished creating your conditions, click Back on the lower right side of the
screen to return to the Report Editor Main Interface.
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Setting Date Range
Once all of the fields, field calculations, and conditions have been completed, the date
ranges for the report must be set.
1. From the Report Editor Main Interface, click Set range & run…
2. The Report Editor interface displays a screen as shown in Figure 31 .
Figure 31: Set range & run screen
3. The left side of the interface, Status event range, contains the Include only
loans with statuses in range… check box. This refers to a loan’s status in the
past tense, as explained below:
a. Selecting the Include only loans with statuses in range… check box will
indicate that you wish to limit the report only to loans that had a specific
status within the given date range.
i. Beginning of This Month to Today with a status event of
Opened means the report will only include loans that were in an
Opened status between the beginning of the month and today,
even if their current status may be different.
b. Un-checking this box indicates that you wish to run the report on all loans
in all date ranges
4. The right side of the interface, Include only files with selected statuses, has a
check box for each different loan status. In contrast to the Statuses in range
method (mentioned in Step 3), this refers to the loan status in the present tense.
Checking any of the boxes in this area indicates that you wish to display only
loans that are currently in a particular status. In Figure 31, we are indicating that
we only want to see data for files currently in an Active and Closed status.
5. When finished setting the data range click Back to return to the main interface or
click Generate Report to create your custom report.
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Viewing, Printing, and Exporting Reports
Once a report has been generated, you have the options to print the entire report, print
only the grouped data, or export the report data. As shown in Figure 32, the report
options include exporting data to an Excel compatible format (.csv file) and to a Text
format (.txt file). Clicking Print will print the entire report.
Figure 32: Report Exporting and Printing
In Figure 33, the effects of the grouping and field calculations are shown. Loans have
been grouped by Loan Type and the loan amounts for each group have been averaged
and summed. Clicking the Print button within each group only prints the data for that
particular group.
Figure 33: Report Groups and Calculations
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