Jump to main content

# Reports

The Reports menu provides access to Pipeline and Performance report s. The Pipeline report shows all the active processes/loans/transactions in the system. The Performance report helps administrators analyze and compare the work performance of single or multiple employees against their assigned tasks.

- Pipeline Reports
  - Pipeline reports can be customized and saved for future use.

  - Pipeline totals can be viewed in a graph or table format.

  - Reports can be filtered by SLA, projected, product type, process type, account rep, location, due, phases, amount, context, progress, started, day, week, month, and quarter filters.

  - For Help information about Pipeline reports, select Pipeline Reports .

- Performance Reports
  - Performance reports can be customized and saved for future use.

  - The number of on-time, late, and critical tasks for assignees or roles can be viewed in a graph or table format.

  - Reports can be filtered by assignees, roles, tasks, hours, state, SLA, due, actual, completed, phase, planned, process type, product type, started, and stopped filters.

  - For Help information about Performance reports, select Performance Reports (For Administrators).