Schedule Reports

General

In some cases, you don’t want to manually pull reports from LoanPro.  Rather, you would like to set them to pull automatically so you get the same report on the same day every week, month, etc.  You can schedule as many different reports as you want.  Since the reports will generate based on the parameters you select, you can even have LoanPro generate different versions of the same report.  This article will go over the process of setting reports to generate on their own.

How To

You can choose to generate reports from the Loan Manager, or any of the individual reports in the Reports section of LoanPro.  If the report you want to schedule is one from the Reports section of LoanPro, you will first have to choose any search options you would like to use to pull the data you want and then click to run the report.  This won’t be necessary if you are generating a report from the Loan Manager.

Screen Shot 2015-10-06 at 3.34.19 PMTo schedule a report choose Schedule Report from the Data Options drop-down menu for theScreen Shot 2015-10-07 at 8.48.59 AM report you want to generate.  This will show you a dialog box where you can enter information about how the report should be pulled.

Report Name

You must assign a name to the report.  This will make it easier to distinguish this report from others in the list of generated reports.

First Execution

Date: This is the date when the report will first be automatically generated.  Time: This is the time when the report will be added to the queue of reports to be generated.  If there are other items in the queue, this report may not be generated at exactly the time you input.

Repeat Execution

This is the frequency with which the report will continue to be pulled.  You options include: daily, weekly, bi-weekly, monthly, quarterly, annually, and last day of the month.  The report will continue to be generated automatically on this frequency until you choose to stop it.

Repeat Output

You can choose to either send the report data to a downloadable CSV file, or you can choose to have the results loaded into a collector queue.

Notify Users

This option lets you specify which users will be notified when the report is generated.  When the report is complete, the users listed here will receive an notification inside the LoanPro Notification Center that the report is ready.

Once you have entered the necessary information, click Schedule.  Your report will now automatically generate.

 

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