Step 1 - Selecting the Primary Model and Related Fields

Correct primary model selection is crucial for custom reports.

A basic understanding of Mobiloan' s data models and types of data stored in each model is essential.

If the incorrect primary model is selected, locating desired fields/columns for your custom report will be problematic.

By way of example, watch the Supademo below which demonstrates how to determine the correct models and fields for an example report: