The custom report functionality provides a flexible and powerful way users to create, manage, and execute reports tailored to their specific needs. The system combines the flexibility of custom reports with a comprehensive set of built-in reports covering various aspects of loan management, investor information, and financial data.
Main Features
Create Your Own Reports: Users can build personalized reports by giving them a name, description, and setting up what data they want to see.
Save for Later: Once created, these custom reports are saved in the system and can be used again and again.
Easy Updates: Users can change their custom reports anytime - rename them, update the description, or modify what data they show.
Simple Management: Reports can be easily listed, viewed individually, or deleted when no longer needed.
Creating a Custom Report
Clicking on Create Custom Report will open up a pop-up to give users the ability to start a new report with a title and description.
Report Configuration Options
Data Source Selection
Data Entity: Choose the primary data entity (loans, borrowers, investors, etc.)
Scope: Define which records to include (active, archived, specific status, etc.)
Time Range: Set date ranges for the report (last 30 days, current year, custom range)
Column Configuration
Field Selection: Choose which fields to display as columns
Custom Columns: Create calculated fields based on formulas
Column Order: Arrange columns in the desired sequence
Column Formatting: Format numbers, dates, currencies, and percentages
Column Width: Adjust column widths for better readability
Filtering Options
Basic Filters: Filter by specific field values (status, amount range, dates)
Advanced Filters: Create complex filter conditions with AND/OR logic
Saved Filters: Save commonly used filter combinations for reuse
Sorting and Grouping
Multi-level Sorting: Sort by multiple columns in different directions
Grouping Levels: Group data by one or more fields
Subtotals: Calculate subtotals for grouped data
Collapsible Groups: Allow expanding/collapsing grouped sections
Pivot Table Functionality
Row Fields: Select fields to display as rows in the pivot table
Column Fields: Select fields to display as columns in the pivot table
Value Fields: Select metrics to calculate in the pivot cells
Aggregation Methods: Choose how to aggregate data (sum, average, count, min, max)
Export and Sharing
Export Formats: CSV, Excel, PDF
Scheduled Reports: Set up automatic report generation and delivery
Sharing Options: Share reports with specific users or teams
Embedding: Embed reports in dashboards
Creating a Custom Report - Step by Step Process
Navigate to Reports Section: Go to the Reports section in the application
Click "Create New Report": Start the report creation process
Enter Basic Information: Provide name and description
Select Data Source: Choose the primary data entity
Configure Columns: Select and arrange the columns to display
Set Up Filters: Define filters to narrow down the data
Configure Grouping and Sorting: Set up how data should be grouped and sorted
Set Up Pivot (Optional): Configure pivot table settings if needed
Preview the Report: Test the report with actual data
Save the Report: Save the configuration for future use
Custom reports provide a powerful way to analyze and present data according to specific business needs.