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8131 Running Reports in Zenly

Running reports in Zenly gives users a fast, organized way to review loan activity and track file progress. The Reports tab allows users to filter loans by status, date range, prior status, or loan originator, making it easy to isolate exactly the files they need. Each report can be exported to CSV, enabling quick follow‑up, deeper analysis, and seamless data sharing across teams.

Applies To

  • Zenly users who need to generate and export reports
  • Users reviewing loan activity by status, date range, or loan originator

Overview

The Reports tab lets users generate reports from loan data in Zenly. Each report includes an export option that lets you download the results as a CSV file.

Reporting options in this area work similarly to each other. The main difference is the data returned in the report.

Understanding Status Filters

The Status dropdown can be used to generate a report based on the status the loan file has had at any point. Any loans labeled with the selected status will populate the report results.

Generating a Report

Follow the steps below to generate a report. Use one or all the functions to specify which loans appear in the table.

  1. Select the Reports tab.
  2. Select the desired report (Example: Active Pipeline Report)
  3. Click the Current Status button.

 

      4.  Select or clear the desired statuses. Click the All checkbox to unselect the other                               checkboxes, if needed.

Note: Using both the Status dropdown menu and the Statuses button allows the user to pull loans that have had the same status and are at the same current Status. See the example below.

Example: Both loan files previously had the Lead status assigned, and both are currently Closed.

       5.  If needed, select the Loan Originator dropdown and choose the desired option.

       6.  Select a value from the Status dropdown.

       7.  Click the Calendar icon to select the date interval.

      8. Click Generate to populate the table.

Export the Generated Report

  1. Click the Export to CSV button.

      2.  Once the file is downloaded, click Open File.

      3.   Save the report to the desired location. 

Format Fields in the Exported CSV File

  1. Open the exported CSV file in Excel

    2.    Right-click the column you want to reformat.

    3. Select Format Cells.    

    4. In the Category section, choose the format you want to apply.


   5.   Select the appropriate formatting option based on the data type needed. Example: choosing             Number will add decimal formatting.

Summary

Zenly reporting allows users to generate report results, refine those results by status and date, export the data to CSV, and apply Excel formatting when needed. Using the Status and Current Status filters together can also help narrow results more precisely for reporting and review.