Reporting

 
     

The reports in your XSite’s Business Management tools offer unlimited customization and like all XSite features can be run from anywhere.

Running Reports

To run a report that’s already been created:

  1. In Business Management, click Reports in the Navigation pane.

  2. Click any of the links beneath the Navigation pane to filter the list of reports that appear.
  3. Finally, click Run to the right of the report you wish to launch.  The report compiles and you’re presented with an Adobe Acrobat version of the results.

 


Creating Custom Reports (Enterprise Level XSites Only)

Creating custom reports is a simple process involving three steps:

Step 1: Select the fields you want to display in your report

Step 2: Choose a “filter” to select the data you want to include

Step 3: Indicate how the data is to be sorted and grouped

Step 4: Indicate if and how the report should be summarized and sub-totaled.

 

To create a custom report:

  1. In Business Management, click Reports in the Navigation pane on the left.
  2. Now, click Create a New Report.  Or, if you prefer, you can click Copy to the right of an existing report to use that as a starting point.  To edit an existing report, click Edit.
  3. In the Report Data tab, use the arrows in the center of the screen to add any of the available fields on the left to your report.

  4. When you’re finished adding fields, use the up and down arrows to arrange the sequence of the fields.
  5. Click the Report Filter tab.  This is where you limit the data included in your results.
  6. Click the link to Add a new filter. As an example, you might want to limit your report to the current month’s invoices.  To do so, you’d choose Date Invoiced from the drop-down box, and choose Between in the adjacent drop-down.  Then, you would pick the first and last dates of the current month from the final boxes.  Click Save to add your new filter to the report.  You can filter by multiple criteria, so you can even have a report customized for dates and a single client.
  7. If you’d prefer to have your report prompt you for information each time you run it, click the Prompt options that appear.  In our example, clicking these options would cause the report to prompt you for the invoice date range each time you run the report.

  8. Click the Report Sorting tab to continue building your report.  Here, you can sort the output by choosing the items from the primary and secondary sort columns.  For example, you might want to use the client’s company name as the primary sort item and then the client’s name as the secondary item so you can group together orders from different loan officers at the same company.

  9. Choose the field by which you wish to group the output.  Using the above example, you’d group by the company name.
  10. If you wish to count the report’s invoices by group or print each group to a separate page, indicate so by marking the corresponding boxes.
  11. Finally, click the Report Summary tab and choose how you want to summarize the data by clicking Add a new summary.  Generally, you’d choose a field and choose Subtotal, but there might be times when you want to average values or get a count.  In the Summary types field, choose the type of summary you’d like to use and remember to select a field you want used in the summary from the Reporting fields drop-down.

  12. Click Add to save your report summary and then check the box in the Report Summary tab to include it in your report.
  13. Finally click Save to save your report.

The report you created is now listed with your other reports.

 



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