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Dynamic Reporting

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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 13 days ago in Dynamic Reporting 0

Non-Expiring to Dynamic Reporting

Would like the non-expiring flag added to Dynamic Reporting.
Jenn Mitchell 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 about 1 month 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 about 1 month 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 about 1 month 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 about 1 year ago in Dynamic Reporting 0