1412 Inserting fields into a report

Locate the field ID for the field you are adding to the report

(the field ID for the borrowers e-mail address is 112, e. g.)

1. Open Point.
2. From the men bar, select Utilities > Load Field ID > Borrower to display the associated field ID of every Point field in a loan file.
3. Note of the field ID that corresponds to the field you are adding to the report.

1412 a

Add the field ID to the report template

  1. From the left navigation panel, select Templates.
  2. Click Reports & Marketing.
  3. Double-click the report template that you are adding the field into.
  4. When the report template is open, enter a field name in the Field Name column.
  5. In the field ID column, enter the associated field ID number.
  6. From the menu bar, select File > Save.

Generate the report

  1. From the left navigation panel, select Reports & Marketing.
  2. Select the report and then click Generate.