Mobiloan User Guide
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  • Mobiloan User Guide
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  • MAIN MENU
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        • Custom SQL on blank template
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  • ONLINE LENDING
    • Introduction
    • Configuration Steps
      • Step 1 - Enable branches for online lending
      • Step 2 - Add a new `WebApp`
      • Step 3 - Complete the Workflow
        • General Configuration
        • Category and Branch Configuration
        • Online Payroll Configuration
        • 🎨Web app Customization
  • ✨AUTOMATION
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  1. MAIN MENU
  2. Reporting
  3. Custom Reports

Create a Standard Copy

PreviousCustom SQL on blank templateNextOfficial Table Schema

Last updated 16 days ago

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This feature allows you to select an existing Standard Report and save a copy as a custom report. Once copied, you can modify, deconstruct, and rebuild the report to your preference using SQL and report filters.

To get started, Select the . tab and select the option , and then chose the build type option.

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

  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

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

Select a report from the table
Configure and Adjust report filters (if required)
Edit the SQL (optional)