Reports

Reports: Strats, Summary, and Pivot Tables
TABLE OF CONTENTS Summary  Substrats Applying Substrats to All Primary Strat Tables Custom Bucketing  Advanced Buckets for Numeric Fields Saved V...
Wed, 7 Aug, 2024 at 2:38 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 8:37 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 4:32 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 4:31 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...
Tue, 4 Oct, 2022 at 4:11 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 2:51 PM