Custom reporting (formerly known as custom query) lets you export data from LoanPro’s LMS, such as static values and calculated numbers. The information included in custom reporting is all present data. In this article, we'll guide you through the steps to generate a custom report, from selecting the data to applying filters and saving your searches for future use.

Getting started

To run custom reporting, navigate to Reports > Administration > Custom Reporting.

There are three steps involved in generating a custom report:

1. Choose the information you want to export.
2. Filter the accounts from which data will be pulled.
3. Run the report.

Choose what information to export

To choose what data to add to the custom reporting, use the ‘Search by keyword’ field to easily find values. Click the plus icon to the left of the value to add it to the custom reporting. You can also expand any of the sections of the variable tree by clicking to the left of any of the sections to navigate and find variables.

Apply filters for specific accounts

Once you have chosen the variables you want to include in your report, choose any filters you want to apply so that you get the data only for specific accounts. Use the advanced option search on the left of the page to filter your accounts. To learn more about advanced option search, see the Account Manager article. 
 

Generate a report

When you have your columns and filters set up, click the ‘Generate Report’ button in the top right corner. (This button will be hidden if you don't have any columns selected.) Your report will appear with any other generated custom reports, which you can see by clicking the small book button above the keyword search. From there, you can preview, download, or delete any generated reports.

There is a limit of 250,000 results per custom reporting. If your report criteria will yield more than the limit, while generating the report you will see a message saying, “Unable to generate report, the number of results exceeds the 250,000 limit, please add more filters to your search.”
 

Saved Reports

If you run a specific report on a regular basis, you can save the query by choosing 'Save This Search' from the ‘Report Search Options’ dropdown. You can choose to load any of your saved searches by choosing them from the bottom of this dropdown. You can also edit your saved searches by choosing ‘Edit Saved Searches’ from the options in the ‘Report Search Options’ dropdown.