🆕Create copy of Existing Report

Leverage your analytical acumen to tailor Mobiloan's standard reports to your specific needs.

This feature allows you to select an existing (Standard Report) to copy and save as a custom report.

Once this is done, you may deconstruct and recreate them as to your prefernce using SQL and report filters!

Where to create a custom SQL report?

1. Select the CUSTOM REPORT tab in the Reporting home screen.

2. Select the NEW REPORT option

3. Select Create Copy of Existing Report

To get started, follow the steps outlined below :

1. Select a Standard Report that you wish to save as Custom

Select a report from the table

1. Give the new custom report a new name (usually prepends existing name with 'copy' )

1. Think of Mobiloan's reports as clay, waiting for your analytical hands to mold them into insightful masterpieces

Configure and Adjust report filters (if required)

Edit the SQL (optional)

1. The resulting report will be saved to the main results table. Feel free to resubmit, perform table filters , export to excel, share etc.

Think of Mobiloan' s reports as clay, waiting for your analytical hands to mold them into insightful masterpieces~