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Dynamic Reporting

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Ability To Reassign Dynamic Report

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...
Guest 14 days ago in Dynamic Reporting 0

More Options for Shared Dynamic Reports

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 ...
Guest 14 days ago in Dynamic Reporting 0

User Security Report Need to Contain All User Security Information

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 ...
Guest about 1 month ago in Dynamic Reporting 0

Categorizing Dynamic Reports

There is no way to categorize or folder Dynamic Reports. It would be nice to have some type of categorization or folder them to keep the organized.
Jenn Mitchell 5 months ago in Dynamic Reporting 0

Ability to add Primary related entities and/or guarantors to an exception report

The ability to add Primary related entities and/or guarantors to an exception report. This would be a great option in DR. Currently the multi-select option will not load the customer or account list and there is no way to add more than one option ...
Guest 4 months ago in Dynamic Reporting 0

Non-Expiring to Dynamic Reporting

Would like the non-expiring flag added to Dynamic Reporting.
Jenn Mitchell 5 months ago in Dynamic Reporting 0

Notice History Reports

Need history reports built for notices that were sent. The information should be reported on within Dynamic Reporting.
Jenn Mitchell 5 months ago in Dynamic Reporting 0

QC Reporting in Dynamic Reporting

Need to ability to see QC reports in Dynamic Reporting. They can them be seen on the dashboard for review.
Jenn Mitchell 5 months ago in Dynamic Reporting 0

Dynamic Reporting - Able to build reports you are able to in Document History, so the report hits your dashboard and doesn't require a manual pull each day

We have 2 document import platforms, Prosign and Abrigo, and I would like to know each day what documents are getting brought in, because there is some manual maintenance that will need done on these documents. I would like to pin this report to m...
Lacy Black over 1 year ago in Dynamic Reporting 0