Encompass report creation walkthrough

Report generation for reporting funded loans in Blend is a multi-step process.

Report Creation Walk-through 

1. Select the + icon on the Reports tab to create a new report in Encompass. 

2. 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.

DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (support@blend.com) for more information on what features are enabled for your use.