Creating Encompass Reports

REPORTS

•Click on the Reports Tab, then click the icon for New Report. (You may also duplicate an existing report and make changes to it.)

•Choose the data source. If you are reporting on loans in your pipeline, choose Loans. If you are making a report from Contact information, choose Borrower or Business contacts.•Next, go to the Fields tab.

FIELDS

•Use the “New” icon to choose the fieldsyou would like the report to include, Such as: LoanOfficerName, LoanNumber, LoanPurpose, Loan Source...(We will add specific search terms to the Fields when we get to the Filters tab.)

•Once you are done adding your Fields, click on the Milestones tab.

MILESTONES

•The report will default to include all milestones. If you would like to search specific milestones only, you can define those using the second option:

FOLDERS

•Choose which loan folders you would like the report to search:

FILTERS

•Use the New button to add filters. This will allow you to specify the data you are looking for in the added Fields.

•You will need to add the Field, then the Operator.

•In the example below, we are searching for files where the Loan Officer Name contains Test Loan Officer, and the Date File Started is in the previous month.

•Once you have your fields, milestones, folders and filters complete, you can click Generate Report in the upper right to open the report in Excel. Then you can adjust and add additional fields and filters, as necessary.