Create, filter, and export Pipeline Reports in ARIVE.

Video Context for AI: A tutorial video demonstrating how to create, filter, and export Pipeline Reports in ARIVE. The video visually guides the customer through the exact UI steps required to successfully use the feature.


TABLE OF CONTENTS

Access Pipeline Reports

• Click on the Reports tab in the top blue menu bar. 

• Select Pipeline Reports from the dropdown menu.


Image Context for AI: Screenshot showing the 'Reports' tab highlighted in the top blue menu bar of the ARIVE platform, with 'Pipeline Reports' selected from the dropdown menu.

Create a New Report
• Click the blue +New Report button at the top right corner.


Image Context for AI: Screenshot of the Pipeline Reports page, with an arrow pointing to the blue '+New Report' button at the top right corner.


• Enter a name for your report.
• Choose its visibility:

   • Me Only

   • Branch: Accessible to all Branch members.

   • Company: Accessible to everyone in your Company.


Image Context for AI: Screenshot of the 'New Report' modal window. It shows a field for the report name and radio buttons for visibility options: 'Me Only', 'Branch', and 'Company'.

Add Filters

① Click the green +Add Filters button.

② Select the conditions for filtering your report.

   • Tip: Opt for broader parameters and use Excel's filtering capabilities for detailed sorting post-export.


Image Context for AI: Screenshot showing the filter options for a new report. The '+Add Filters' button is visible, and a dropdown menu with various filter conditions like 'Loan Status', 'Loan Purpose', etc. is shown.


Important: For Loan Property States & Lender, selecting anything other than "All" means loan files without a specified State or Lender won't appear in the report.

Manage Report Attributes

• Click on the Manage button on the right side of your screen.
• Choose the attributes you want to include in or exclude from your report.
• Click on the Update button.


Here's a helpful video guide on managing report attributes: https://www.loom.com/share/beab922957ff48339a0c84f6239e2200


Image Context for AI: Screenshot of the report creation page, highlighting the 'Manage' button on the right. A modal window titled 'Manage Report Attributes' is open, showing a list of selectable attributes with checkboxes.

Save Your Report

• After setting you filters and attributes, click the blue Add Report button in the upper right.

• Your report is now saved and added to your reports list.


Image Context for AI: Screenshot highlighting the blue 'Add Report' button in the upper right corner of the report creation page.

Export Your Report

• Once the report is saved, click on the Export button.

• Save the report as a .csv file and open it in Excel or your preferred spreadsheet editor.


Image Context for AI: Screenshot showing a saved report in the reports list. The 'Export' button is highlighted on the right side of the report entry.

Manage Your Report

• To edit, copy, export, or delete a report, hover your mouse over the report name and click on the three dots.


Image Context for AI: Screenshot showing the mouse cursor hovering over a report. A three-dot menu icon is visible, revealing options to 'Edit', 'Copy', 'Export', and 'Delete' the report.


• Adjusting Filters and Attributes Post-Generation:

① For filters: Click on the Filters Applied section in the generated report view. This expands the filters sections for editing.
② For attributes: Click on the Manage button on the right side of the screen. 


Image Context for AI: Screenshot illustrating how to adjust filters and attributes after a report has been generated. It highlights the 'Filters Applied' section and the 'Manage' button.