How can I get a report of Ticklers that have been processed?
The Reports area has system Tickler reports which can be used for management and auditing purposes. Like all Ventures reports, system reports cannot be modified but the user may copy the report and create their own custom version based on the system report. The Tickler Audit History report will allow you to view any…
How Can I get a list of Bulk Letter Emails that Failed?
When using the Bulk Letters to send out mass emails, all successful emails will be added to each project's Notes area. However, if any emails are not delivered for various reasons, you may want to get a list of those emails that were not delivered so you can contact the borrower in a different manner. In order to do …
Payments custom report tips
The following are some tips and tricks to help you create custom Payment reports! 1) You have two options when creating your own custom report: * Click + Add to create a brand new report with zero parameters, fields, and filters pre-populated OR * Click on the double page icon next an existing System or Cus…
Report Filter Basics
Q: There are too many records in my report that don't apply to the report. How can I show only the records that apply? Q: There are duplicate records in my report. Is there a way to filter the list to only show relevant records? The Filters tab of the Reporting area can be an intimidating menu when you are first …
