CU Employee

Visible Equity Reports

Do you use Visible Equity to provide loan portfolio reports to senior management or your Board? If so I would like to inquire if anyone would be willing to share in what manor you create your reports:

  1. Do you use the Report Packet in the Loan Analytics module? 
  2. Loans Beta to create custom reports, and if so do you export the reports to excel or a PDF format?
  3. A mix of both

We currently use a mix, including exporting data to excel to create our own reports. 

You need to be a member of CULytics Community to add comments!

Join CULytics Community

Email me when people reply –

Visible Equity User Forum has been created to help the users of Visible Equity to get together and help each other excel in their usage of the product

26 Members
Join Us!