Reports are powerful tools to view data in your Ventures system. Ventures provides you with a host of included system reports. You can also build your on the reports page.

Looking for a specific section? Use the table of contents below to jump straight to it!

• Copying a Report
• Creating a Report
• Details Tab
• Fields Tab
• Filters Tab
• Favorites Tab
• Running a Report and the Results Tab
• Exporting your Report

 

Navigating to the Reports Page

• Click on Reports & Letters in the menu at the top of the page.

The Reports and Letters menu option will by default display the Reports grid.

You can use the reports grid to search for preexisting reports. If you are planning on creating a report, we recommend searching first, it is possible the report already exists. If it doesn’t you may find a similar report that you can copy, and use as a base to build your report from.

You can mark a report as a favorite by using the star icon in the row corresponding to the report. Reports marked as favorites will have a filled in star icon. They will be accessible on your Ventures home page.

 

To add a new report you have two options, you can copy a report and build on it, or you can create a new report from scratch.

To copy a report:

• Click the copy button in the row of the report you want to copy. The copy button looks like two pages stacked in front of each other with folded edges. When you click copy, the report builder will appear. We will cover how to use the builder a little later in this article.

To Create a Report:

• Click the add button. The create report builder will appear. Since you are creating a report from scratch it will be blank.

Using the report builder:

The Details Tab:

• Fill in the details tab. The report owner will default to the user who is logged in.
• The visibility category dictates who will be able to see the report. You can choose from Everyone, Site Administrators only, or only the report owner.
• Use the parameters field to give users the option to set some parameters for the report if relevant, before the report is run. You can select as many as you need to. For example, if you select Loan Type, before the user runs the report, they will be prompted to select what loan type the report should include in its results.
• Enter a category for the report, this will help filter for the report in the report table.
• Finally enter a description for the report.

• Next click the Fields tab.

The Fields Tab:

This is where you will select which fields to include in the report when it prints. The fields all correspond to fields throughout a loan in Ventures.

Fields are organized into sections, click on the section to reveal the fields contained within. For example in the image below, you can see we have expanded the Company section to display all available fields. You can search for a field in the search bar at the top of the available fields column.

To add a field to a report:

• Use the search bar to find the field you want to add.
• Click and drag it from the available fields column, to the selected fields column.
  • Do this for all fields you want the final report to include. Remember this is not where you are setting filters for the report. This is the data you want to see in the finished report. For example, if you select only the loan log number here, then set your filters to only show loans that are in funded status, when you run the report, you will see is a list of the loan log numbers that are in funded status. Nothing else. Make sure you add all the fields you would like the finished report to display.

• To remove a field, click the red X icon next to the field you wish to remove from the report in the Selected Fields column.
• You will notice the Results tab appear after you select your fields. You can click on the results tab to run the report and see if the results are what you expect them to be. Use this periodically while selecting fields and building your filters to ensure the report is working the way you want it to.
•  When you finish selecting your fields click the filters tab.

The Filters Tab:

The filter tab is where you set the filters for the report you creating. Filters lie at the heart of reports. Understanding how to use filters can make or break your report. This is an in-depth topic. We have two articles covering filtering. Click here for the basics of using filters in reports. Click here to learn how to use groups of filters for more complex filtering.

 

Once you have created the filters you want to set up:

• Review the Results tab. When you are satisfied with the output of the report, review the information on all three tabs for accuracy.
• Click save.

The Favorites Tab:

This tab will appear if a report has been marked as a favorite. Click on it to see a list of users who have marked the reports as one of their favorites. You will not see the tab if the report has not been marked as a favorite.

Running a Report:

To run a report: 

• Click the report name from the reports & letters page.

• If the report has parameters set up, you will be prompted to select the options for the parameters. Once you make your selection, click run

•  If the report does not have parameters, it will start running automatically.
• The results of the report will display. You can click the refresh button to refresh the results.

• You can group results by dragging a column header to the indicated space. This will group the results, allowing you to view results that share a data point. Click the X to remove the grouping.

Tip: If you include the Ventures loan log number as a field, you will be able to click on said log to access the loan specified.

Exporting a Report:

To export the results of the report: 

• Click the gear wheel icon.
• You can choose to export the report as an Excel file, or as a PDF. Once you make your choice the export will download, or depending on your settings, it may ask you where you want to save it before it downloads.