Custom Reporting

Introduction

This tutorial will guide you through the process of creating custom reports within Broker Plus by PreApp 1003. Custom reporting is essential for mortgage professionals who need to tailor their data analysis to specific needs, enhancing decision-making and operational efficiency.

Step 1: Access the Reporting Feature

To begin creating custom reports, you first need to access the reporting feature within Broker Plus.

• Log into your Broker Plus account.
• Navigate to the dashboard and find the "Reports" section.
• Click on "Custom Reports" to enter the reporting interface.

Step 2: Define Your Report Criteria

Once you're in the custom reports section, you need to specify the criteria for your report.

• Select the type of data you want to report on (e.g., loans, clients, transactions).
• Choose the relevant filters to narrow down your data. Consider the following options:
  • Date range
  • Loan status
  • Client demographics
• Make sure to apply any necessary sorting options (e.g., by date or loan amount).

Step 3: Customize Report Layout

After setting your criteria, customize the layout of your report to ensure it meets your needs.

• Decide on the columns to include in your report, such as:
  • Borrower name
  • Loan amount
  • Interest rate
• Rearrange columns by dragging and dropping them into your preferred order.
• Consider adding visual elements like charts or graphs to represent data more effectively.

Step 4: Generate and Save Your Report

With your criteria and layout set, it's time to generate and save your report.

• Click on the "Generate Report" button to view your report.
• Review the output for accuracy, ensuring it reflects the criteria you've set.
• If satisfied, save the report by clicking "Save As" and entering a name for easy identification later.

Step 5: Export or Share Your Report

Finally, you can export or share your custom report as needed.

• Use the export options to download your report in formats like PDF or Excel.
• To share with team members, use the sharing features within Broker Plus, ensuring appropriate permissions are set.

Conclusion

Creating custom reports in Broker Plus allows you to tailor your data analysis to your specific requirements. By following these steps, you can effectively access, define, customize, and share your reports. As a next step, explore different criteria and layouts to discover how they impact your insights, and consider setting up recurring reports for ongoing analysis.