Dynamic Reporting

In Dynamic Reports, if you pull a report and filter for a document tab that is in the collateral section, the origination date is blank. Collaterals should pull in the loan account origination date so users can filter by that date.

Reporting Services has an Expiring Document Search report where users can see documents that are going to expire soon, even if nothing is scanned into the tab. In Dynamic, the document report only pulls in document tabs that have something scanned...

AccuAccount allows you to add a comment to an exception and it shows in reports in Reporting Services but not in Dynamic Reporting

Customers need to be able to pull in all of the information entered into the "User Notes" field in User Maintenance to the Notes field in Dynamic Reports. Right now, the field only allows for around 30 characters.

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...

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 ...

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 ...