Generated Reports give authorized users access to downloadable CSVs with user or loan-level data (the same reports are also available as routes in the most current version of the Reporting API).
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.
Role Permissions
Reporting is available for users with the “Reporting User” role assigned.
Generated Reports
Generated reports contain downloadable user or loan-level data that can be filtered by Loan Type, Event Type, and date range.
- Select the dropdown under “Report Type” and choose the report you wish to run.
- Depending on the report type chosen, additional filters will populate:
• Loan Type - Select the type of loan you wish to filter on, or “All”. Please note, that you may see loan types that do not apply to your organization and will only see loan types that your organization has currently configured.
• Event Type - You can filter on a specific timestamp field (“Event Type”) in the report that you wish the date range to apply to.
• From/To - This is the date range, including the end date. - Select “Generate new report”. The report will populate in the downloaded reports section under the filters.
- Select the “Download” button on the right of the row for the report you generated. The report will download as a CSV.
Please see Blend Reporting - Data Dictionary for the full list of reports with field names, descriptions, and types.