Run a Custom Query Report

General

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.

Please Note: Computation fields are only intended to be used for the UI and are not intended to be used for reports or other processes that allow you to pull these fields. The use of computation fields in Custom Query Reports is not recommended with any volume over 1000 records and/or multiple computation fields selected. If these recommendations are exceeded, the desired report may take longer than the standard allotted 24-hour time period to generate, and thus will automatically be deleted before completion. 

How To

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  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  in order to run the report.

Note: There is a limit of 250,000 results per custom query. If your report criteria will yield more than the limit, when generating the report you will see a message saying "Unable to generate report, the number of results exceeds the 250000 limit, please add more filters to your search."

Saved Queries

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.


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