This is a list of frequently asked questions about Blend's reporting dashboard.
- How often is the data refreshed?
- Why are graphs blank?
- How can I download previous reports?
- Where can I find system-generated reports?
Note: Blend's reporting tools, reports, and corresponding data are provided as-is and should not be relied on for compliance or formal reporting purposes.
How often is the data refreshed?
The data in the Callout Numbers, User Generated Reports, and Interactive Reports is updated roughly every 12 hours. Please note it may take additional time for the data to become available (up to 24 hours). If you are looking to pull specific data in real-time, please take a look at the API documentation on how to work with our integrations team to set up event notifications.
Why are graphs blank?
Graphs will show up empty if there is no underlying data. If you do expect to see data and a graph is blank, try extending the time frame or choosing a different loan type. Please note that some graphs may be reporting on features that are not applicable to your organization.
How can I download previous reports?
A history of all reports downloaded is available in the section under the report filters. This includes the Report type, filters used, the time the report was generated, and the corresponding version of the Reporting API. Historical reports will be available to re-download for all time.
If you are looking for a specific report or data that was available prior to updates to the Reporting Dashboard, please see the updated Data Dictionary on where to find updated reports and field names. The following reports have been consolidated into new reports:
- Loan Pipeline, Loan Statistics, Unassigned Loans, Application List → Loans
- Lender Statistics, Follow-ups Usage, Lender User List → Lenders
Where can I find system-generated reports?
To increase flexibility in pulling the data you need, we’ve improved the process for our system-generated reports.
Previously these were located in the “System Generated Reports” tab, and the reports were automatically generated every Sunday with calculations for the last 30 or 90 days. Moving forward, you will now be able to select a dynamic date range for all reports; all generated reports are now located under the “Reports” tab. See the description below for where to find the data that was previously located in each individual system-generated report.
- Lender Statistics → Metrics are now located in the Lenders report
- Borrower Application Funnel → This report has been deprecated. The data can be found in the Interactive Reports under the “Overall” tab, or derived from the Borrower Processes report
- Follow-ups Usage→ Metrics are now located in the Lenders report