Run a Custom Query Report
The custom query was designed to let you export values from LoanPro. The custom query lets you export present static values and calculated numbers. This report does not let you export historical data.
To run a custom query report, navigate to Reports > Administration > Custom Query inside your company account.
There are three steps involved in generating a custom query:
- Choose the information you want to export.
- Filter the accounts from which data will be pulled.
- Run the report.
To choose what data to add to the custom query, use the Search by keyword field to easily find values. Click the plus icon to the left of the value to add it to the custom query. You can also expand any of the sections of the variable tree by clicking to the left of any of the sections to navigate and find variables.Once you have chosen the variables you want to include in your report, choose any filters you want to apply so that you get the data only for specific accounts. Use the advanced option search to filter your accounts.
Finally, click the magnifying glass icon next to the search bar to run the report.
If you run a specific query on a regular basis, you can save the query by choosing 'Save This Search' from the Report Search Options drop-down.
You can choose to load any of your saved searches by choosing them from the bottom of this drop-down. You can also edit your saved searches by choosing Edit Saved Searches from the options in the Report Search Options drop-down.