DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use
Report generation for reporting funded loans in Blend is a multi-step process.
Report Creation Walk-through
To start, create a new report in Encompass by clicking into the Reports tab and selecting the '+' icon:
Click on the Fields tab and add the following values:
Then, navigate to the Filters tab and add the following fields and operator values:
Select 'Generate Report' in the upper right corner of your Encompass screen.