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Dynamic Reporting

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 over 1 year 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 over 1 year 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 over 1 year ago in Dynamic Reporting 0

Add New Fields for Primary Loan Balance and Commitment

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...
Guest 10 months ago in Dynamic Reporting 0

Non-Expiring to Dynamic Reporting

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