Download Pre-Built Reports

Don't want to create a report from scratch? You can download and import one of our pre-built templates and store it in your report list for easy access.  

How do I import a report?

If you are not sure how to import reports, click here to review the Download and Import Reports section of the Dynamic Reporting documentation. 

Report Download

Exceptions by Officer
Exception report filtered by customer officer, account officer and exception status with a date range by the exception creation date. *Date range values will need to be set based on the current date.

Exceptions by Officer.xml

Exceptions by Officer - Credit
Exception report grouped by customer officer. Filtered by customer officer and exception type.

Exceptions by Officer - Credit.xml

Exceptions by Officer - Account
Exception report grouped by account officer. Filtered by account officer, account type and exception type.

Exceptions by Officer - Account.xml

Exceptions by Branch
Exception report with filters by customer branch and account branch.

Exceptions by Branch.xml

Exceptions by Branch - Credit
Exception report grouped by customer branch. Filters by customer officer and customer branch.

Exceptions by Branch - Credit.xml

Exceptions by Branch - Account
Exception report grouped by account branch. Filtered by account officer and account branch.

Exceptions by Branch - Account.xml

Loans Open & Active by Branch
Exception report grouped by loan branch. Filtered by loan branch and loan status.

Loans Open and Active by Branch.xml

Exceptions by Assigned User
Exception report grouped and filtered by assigned user.

Exceptions By Assigned User.xml

Exceptions by Assigned User - Credit
Exception report with credit only exceptions grouped and filtered by assigned user.

Exceptions by Assigned User - Credit.xml

Exceptions by Assigned User - Account
Exception report with account only exceptions grouped and filtered by assigned user.

Exceptions by Assigned User - Account.xml

Exceptions by Category
Exception report grouped and filtered by category.

Exception by Category.xml

Exceptions by Customer
Exception report grouped by customer name.

Exceptions by Customer.xml

Exceptions by Customer - Credit
Exception report grouped by customer name. Filtered by customer officer and customer branch.

Exceptions by Customer - Credit.xml

Exceptions by Customer - Accounts
Exception report grouped by customer name. Filtered by account officer, account branch and account type.

Exceptions by Customer - Account.xml

Exceptions by Exception Date
Exception report grouped by the date the exception was created with a date range by the exception creation date.

Exceptions by Exception Date.xml

Exceptions by Exception Date - Credit
Exception report grouped by the date the exception was created. Filtered by customer officer with a date range by the exception creation date. *Date range values will need to be set based on the current date.

Exceptions by Exception Date - Credit.xml

Exceptions by Exception Date - Account
Exception report grouped by the date the exception was created.  Filtered by account officer and account type with a date range by the exception creation date. *Date range values will need to be set based on the current date.

Exceptions by Exception Date - Account.xml

Exceptions by Account Type
Exception report grouped by account type.  Filtered by account officer, account status, account type and exception type.

Exceptions by Account Type.xml

Active Customer by Type
Customer report grouped by customer type. Filtered by customer type and customer status.

Active Customers By Type.xml

Exceptions Searchable
Exception report grouped by exception name with searchable filter by exception name.

Exceptions Searchable.xml

Expiring Documents
Document report grouped by the document expiration date with a date range filter by the document expiration date. *Date range values will need to be set based on the current date.

Expiring Documents.xml

Loans Opened in Last 10 Days
Loan report grouped by loan origination date and account type.  Filtered by account type with a date range by the loan origination date. *Date range values will need to be set based on the current date.

Loans Opened in Last 10 Days.xml

Deposits Opened in Last 10 Days
Deposit report grouped by open date and account type.  Filtered by account type with a date range by the date created. *Date range values will need to be set based on the current date.

Deposits Opened in Last 10 Days.xml

Application Pipeline Report
Loan report with loan applications filtered by application status, credit analysis status, officer and lender.

Application Pipeline.xml

All Loans with Collateral
Loan report with collateral's grouped by customer name, loan number and collateral number.

All Loans with Collaterals.xml

Cross Collateralized Loans
Loan report with cross collateral's only grouped by customer name, loan number and collateral number.

Cross Collateralized Loans.xml

Comment Report
Document report with comments based on customer name, customer number, account number, document tab and title name.

Comment Report.xml

Task Groups
Exception report grouped by task group filtered by task exceptions and task groups.

Task Groups.xml

Task Only
Exception report grouped by task name filtered by task exceptions only. 

Task Only.xml

System Logs Error Report
System logs report grouped by category.  Filtered by error logs with a date range. *Date range values will need to be set based on the current date. Also, the system logs report can only be accessed by an AccuAccount Super User.

System Logs Error Report.xml

User Security Report
User security report with all user information. *User report on security permissions can only be accessed by an AccuAccount Super User.

User Security Report.xml
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