Create, filter, and export Pipeline Reports in ARIVE.

TABLE OF CONTENTS

Access Pipeline Reports

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

• Select Pipeline Reports from the dropdown menu.


Create a New Report
• Click 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.


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.



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


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.


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.


Manage Your Report

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



• 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.