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.

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 ...

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

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.

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 ...

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...