Running Reports in Analytics
Run one of ten preset reports or ask a question in plain language to get metrics, a chart or table, and a summary.
Quick Reference
Click Analytics in the sidebar.
Click a preset report, or type a question in the ask box.
Add "as a chart", "top 10", a lender, or a state to shape the answer.
Export a full report as a PDF.
Before You Start
Your account has access to Analytics.
Step 1 — Pick a Preset Report
Ten reports, one click each
Monthly operations and Open work & aging are full reports you can export as a PDF. The others are Awaiting lender review, Past due, Progress went backwards, Stalled projects, Documentation gaps, Turnaround time, Vendor scorecard, and Portfolio exposure.
Step 2 — Ask a Question
Plain language
Type in the ask box. Shape the answer with words like as a table, as a chart, top 10, last 90 days, by lender, by state, or build a report.
Step 3 — Build a Full Report
Choose the blocks
Every block in a full report has an In report toggle. Keep the blocks you need, then export the result as a PDF.
Tips
DO
- •Start with a preset, then refine with a question.
- •Add a date range, lender, or state to narrow the answer.
WATCH FOR
- •Turn In report off on any block you want left out of the PDF.
- •Deleted inspections are excluded from reporting.
Troubleshooting
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