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 Credit Union Data Analytics and Digital Transformation Leader to add comments!

Join Credit Union Data Analytics and Digital Transformation Leader

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

4 Members
Join Us!