All ideas

Add the “Total Loan Balance” and “Total Loan Commitment” amounts to the Exception Report Template in Dynamic Reporting.

Create a new fields in Dynamic Reporting for Primary Total Balance and Primary Total Commitment. These fields would be similar to Total Loan Balance and Total Loan Commitment but would only include accounts where that customer is the primary owner...

Mass Maintenance capabilities such as moving retired tab images to an active tab and then able to delete the retired tabs.

When too large to view on customer page add hovering action so user can see complete description when hovering over it without having to click on edit as some users don’t have this user right.

Search reports too large won’t convert to excel, results include credit lines even if only searching accounts making reports much larger and open/closed fields be included on account searches so, for example, we can determine if status is paid but...

Account List Preference (Loan List) on customer page more user preferences such as filter Active loans first so every customer shows Active loans in list first. Also, have option for Collateral List similar to Loan List.

Since the field exists on the Edit Application page, it would be nice to see the estimated closing date when viewing the application. It currently requires record edit permission to be able to see this field and using a flex field requires duplica...

Sometimes a user creates/manages a very important report in Dynamic Reporting, but the report is lost when that user is gone. This can leave users scrambling to recreate that report from memory. If the report could be reassigned to another user, i...

For shared reports in Dynamic Reporting, the receiving user has no control if/when a report is shared, and they have no way to remove a shared report once it has been shared with them. This can be problematic for reports that are shared bank wide ...

When customers pull a User Security Report, it does not contain all of the information they need. Auditors will sometimes request reports that show user security such as which employees have access to employee files or which employees have access ...