Point User Guide 395
Manipulating report output
Dashboard
Displays all panels of the report in graphical format.
Data
Displays a table containing the information that is specified by the individual
report template.
Detail Status
Displays a detailed table of the loans in the pipeline, alphabetically by
filename.
LO Summary
Displays a table of sales figures by loan officer.
Monthly Trend
Displays a table of the loans by representative and monthly trend.
Pipeline Status
Displays an overview of loans in the pipeline. Select a single loan
representative or processor, or view a cross-section of their work. You can
also view the loans by status, or check all status types.
Yearly Trend
Displays a table of the loans by representative and yearly trend.
Range Analysis
Displays the number of loans within certain FICO score ranges and the
number of loans within specified LTV ranges.
Warehouse Summary
Displays an overview of data for warehouse lenders, their branches, and
averages of fees and costs.
E-Mail To... button
Opens your default e-mail application with the report attached as a Microsoft
Excel spreadsheet.
Print button
Opens the
Print dialog box for you to specify your print options and print the
report.
Open in Excel button
Opens the report in a Microsoft Excel spreadsheet.
Additional functions that are available in the report spreadsheet are specific to Microsoft
Excel. For information about how to use these controls, refer to your Excel documentation.
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