Reports

Reports: Strats, Summary Tables, and Pivot Tables
TABLE OF CONTENTS Summary  Substrats Applying the Secondary and Tertiary Strats to All Fields Custom Bucketing  Advanced Buckets for Numeric Fields ...
Mon, 21 Jun, 2021 at 8:24 PM
Summary Tables
Summary In Reports, users can create multiple high-level summary tables of the statistical data for the set of loans. Even more, users can export their sum...
Fri, 14 May, 2021 at 9:37 AM
Pivot Table
Summary Pivot tables allow you to dive deeper into the relationship between three specific fields in a more digestible format. How to: 1. Within the r...
Tue, 4 May, 2021 at 5:32 PM
Editing Buckets & Creating Field Groups
Accessing Bucketing Settings on Reports pages Edit the numeric buckets and band sizes on a field-by-field basis by clicking the gear icon to launch the Edi...
Tue, 22 Jun, 2021 at 5:31 PM
Custom Columns with Aggregations
Summary dv01 automatically generates and displays a set of columns based on the fields in your dataset. Users can create and strat by their own columns. Al...
Thu, 10 Jun, 2021 at 3:50 PM
Excel export settings for Reports
Summary Users now have more control over exporting reports in Excel with new formatting options.   How to: Within Reports, select the download icon to...
Thu, 10 Jun, 2021 at 3:51 PM