Within the WorkCenter Reports Tab you are able to view Calendar, Contacts, Contacts - modified and/or Added, Journal, Leads, and loans. To create a custom report of your own, right click any contact within the WorkCenter Reports section and choose Save Report As... By doing this you are creating a custom group to the left under reports. An example of why you might want to do this would be to view all contacts that have loan rates above a certain percentage rate or contacts that have investment properties.

For demonstration purposes we will be creating a custom report for all conventional loans that have rates above 7% .

Follow the directions below to create this custom report. Also See Filter Builder.

Step 1. First we will need to create a custom filter. Click on the Filter Builder button  located at the bottom left hand side under the borrowers name, shown in below image.

Step 2. Press the button to add a new condition shown in below image.

Step 3. Click on the default ID (shown below in Green) to get the filter drop-down list. Choose InterestRate.

Step 4. Click on the default equals (shown below in Maroon) and choose is greater then from the filter drop-down list.

Step 5. Click on the default <Empty> text box and type in 7

Step 6. We will now need to perform a second filter for the loan type to be equal to "Conventional".  To do this you simply click on the "Press the button…" and repeat the process explained above. We will select LoanType Equals Conventional and then click the "Apply Button" and then the "OK" button.

Notice that your contacts view now shows only conventional loans that are equal to or greater then 7%.

Step 7. If you wish to add or remove columns or need to change the order of the columns in this new report, follow these instructions prior to saving the report with a new name:

Click on the "Visible Column Icon" located to the left of the "Active" box. You will see a drop down menu appear. Any box that is checked will be displayed in your report. If you do not wish to have a column in the report that is checked, simply uncheck the box.

Once you have selected the column(s) you wish to have in your report, click into the report and the drop down box will disappear.

If you wish to arrange the columns in a different order, click and hold your mouse button down over any column and drag it to the desired heading location. You will notice two green arrows appear between columns. Release your mouse button and the column will be inserted. 

Note: If you want to customize any reports view in the future, customize the view and  re-save the report, by right clicking into the report and select "Save Report as…" and then keep the same NAME and GROUP HEADINGS and accept the screen that says "Report already exists. Overwrite?" Choose "OK" this will save the report with any changes you made to the view.

Step 8. If you wish to save this report, simply right click on any contact and select Save Report As... from the pop-up menu.

Step 9. Type in Conventional Loans in excess of 7%

As you can see in the below image we have created a custom report under Loans called: Conventional Loans In Excess of 7%

If you wish to group this report by catagories and/or add footer totals to this report, right click any field name, such as; InterestRate (shown in below image) and choose Group by this field.

As you can see in the below image it is grouped by InterestRate.

You may further customize this view by dragging up additional fields as shown in below image.

Note: You may also create this view in the Loans Tab under the Contact Tab.

Also See Emailing Reports

You can also add totals to columns in a report.  These totals can be for each grouping and/or for the report.  For this example, we will open the "All Loans" report by clicking on that heading in the Report Section. For this example, we will group the loans by "Loan Officer" first and then total each group and the entire report next

Step 1. Point your mouse at the column heading "LoanOfficerName" and right click. In the drop down menu, select "Group by this Field". You will now notice all the loans have been grouped by each loan officer.

Step 2. For this example, we have decided to total the loan amount column and also place a loan count under the BorrowerName column. Right click your mouse button on the heading "LoanAmount" and select "Group Footers" from the drop down menu.You will notice a box appear under the LoanAmount column.

Step 3. Right click your mouse in the box and you will see a drop down menu appear. For this total, we will choose the option "SUM". If we wish to add a loan count to the BorrowerName column, right click your mouse directly to the left of your LoanAmount sum total and select "Count". (see the picture below)

You now have added loan counts to your report.  If you click on the "+" key next to another LoanOfficerName, you will see that all of the groups now have totals.

To save this report, right click in the report and follow the saving procedures mentioned above by naming your report and Group heading.