Create New Using Designer

Watch this short training video on designing your own custom reports.

Custom Reporting Training Video

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Getting Started - Creating a new Custom Designer Report

1. In the reporting module, navigate to the Table of Custom Reports by selecting the "Custom Reports" toggle switch

   
2. 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.

1. Afterward, you will be prompted to select the primary data model and the related fields. A basic understanding of Mobiloan’s data models and the types of data each model contains is essential.

   For guidance, refer to the Official Table Schema Docs.

2. Watch the Supademo, which walks you through selecting the correct models and fields for a sample report:

1. To add a filter, specify a field, condition, and value - watch the Supademo below which demonstrates how to create filters for an example report.

1. To add a grouping, simply select the button and select the Data Model you wish to group your results by.