Performance Reports (For Administrators)

The Performance report helps a loan operations manager analyze and compare the work performance of single or multiple employees against their assigned tasks.

Select Reports and Performance in the left pane to access the Performance report.
Reports display in graph and table formats. The graph view provides a quick view of report data. The table view provides easy access to process details.
Filter a reports to create a customized report. For example, reports can be filtered to display unassigned/late and critical tasks for each job function so a manager can take action if needed.
Save customized reports for future use.