Introduction: Designing a Custom Report
Custom reports supplement, not replace, preloaded standard reports in Mobiloan.
Last updated
Custom reports supplement, not replace, preloaded standard reports in Mobiloan.
Last updated
In order to design a new custom report:
In the reporting module, navigate to the Table of Custom Reports by selecting the "Custom Reports" toggle switch
Once you are in the Custom Reports page, above the table of custom reports, select the icon and select the "create new using designer" option.
Thereafter, you will be prompted to select the primary data model and related fields :
Step 1 - Selecting the Primary Model and Related FieldsWatch this short training video on designing your own custom reports.
With custom reports, you can select models and fields from the Mobiloan Database to generate a tailored report.
Filters and groupings can be added for further customization.
