Reports

Reporting is integrated with Microsoft SQL Server Reporting Services, which allows an administrator to format reports and select various output formats.

Users can create an unlimited number of additional reports. Reports can be run on-demand by anyone who has permission to run the report or can be scheduled to run at certain times. Scheduled reports can also be automatically emailed to specific people after they are generated. New reports can be created to view information about applications in Temenos Infinity, . Reports can accessed from the Work section in the Ribbon Bar.

Reports are classified as Standard, Predefined, or Advanced Reports.

Report Type

Definition

Standard

Report created by users in the Report Writer. These reports can be enhanced using the Report Builder.

The Fields and Criteria tabs of the Report Writer must be used to define Standard reports.

Predefined

Report provided by Temenos or uploaded to Temenos Infinity as a custom RDL. Fields and Criteria are not available to be modified.

Users are able to make copies of Pre-defined reports and modify the look and feel using the Report Builder.

Advanced

User-created report compiled by writing or importing a query to gather data rather than using the Report Writer. Knowledge of the database structure and SQL Querying are required in order to construct these reports.

With the exception of Security, Advanced reports are created entirely in the Report Builder.

Clicking in the Ribbon bar opens the Reports page.

The Reports page organizes report information into the following columns:

Column Name	Description
Name	The name of the report.
Last Modified	Denotes when the last modification was made to the report.
Modified By	Denotes who made the last modification to the report.
Creation Type	The type of report identified when the report was created.

Temenos Infinity includes pre-defined reports for each module.

Show Origination Reports

The following pre-defined reports are available for the origination module:

Report	Report Type	Description
All Stipulations	Detail	This report provides a list of all stipulations applied to applications.
Applications by Queue	Chart	This chart displays the number of applications by queue, including total amount and percentage of total amount. This chart is helpful in determining any bottleneck in application processing.
Audit Report by Application	Detail	This report displays audit history for a specified application.
Audit Report by User	Detail	This report displays audit history for a specified user and date range.
Current Applications by Queue	Detail	This report displays, by risk tier, the time opened and time in current queue for each queue’s total of applications as well as for each application. This report is helpful in determining any bottlenecks in processing applications and ensures a quick delivery of better paper grade loans.
Disbursed Applications by MSR	Detail	This report provides a list of all new loans disbursed by the institution’s Service Representative for a specific date range. This report is helpful in determining the production of each Service Representative for a time period.
Disbursed Applications by Loan Officer	Detail	This report provides a list of all new loans disbursed by the approving Loan Officer for a specific date range. This report is helpful in determining the production of each Loan Officer for a time period.
Disbursed Applications by Originator	Detail	This report provides a list of all new loans disbursed by the approving Loan Officer for a specific date range. This report is helpful in determining the production of each Loan Officer for a time period.
Hours Application by Risk	Detail	This report displays how long applications have been opened, according to risk tier. This report is helpful in identifying the better paper grade loans in order to get them booked quicker.
Loan Originations by Expiration Date	Detail	This report provides a list of all applications that have an expiration date. It is organized by Branch, Source and Product: Sub‐Product. For each application, the user can view the applications with the closest expiration date at the top. By default, the report displays the applications set to expire within the next 90 days.
Loan Product Declinations by Product	Detail	This report provides a list of all declined loan applications by date range according to the product. This report assists in understanding the reason for an application’s rejection.
Loan Product Declinations by Product and Source	Detail	This report provides a list of all declined loan applications by date range according to the product and the source of the application. This report assists in understanding the reason for an application’s rejection.
Loan Product Originations by Branch and Status	Detail	This report provides a list of all applications originated by date range, branch, status, and product. This report assists in understanding the distribution of new applications by branch.
Loan Product Originations by Branch	Detail	This report provides a list of all applications originated for a date range by branch. This report assists in understanding the distribution of processing new applications by branch and how to best assign resources.
Loan Product Originations by Product	Detail	This report provides a list of all applications originated for a date range by application type. This report assists in understanding the potential loans by product type and current status.
Stipulations by Application	Detail	This report provides a list of all stipulations applied to applications. The current status of each stipulation is displayed.
Stipulations Outstanding	Detail	This report provides a list of all outstanding stipulations applied to applications. The current status of each stipulation is displayed.
Time in Current Queue by Queue	Summary	This report displays, by queue, the total number, percentage of total number, total amount and percentage of total amount for each application, broken into time intervals spent in the current queue. This report is helpful in identifying any bottlenecks within the queues.
Time Since Created by Queue	Summary	This report displays, by queue, the total number, percentage of total number, total amount and percentage of total amount of applications, broken into time intervals since the application originated. This report is helpful in identifying any bottlenecks within the queues.

Show Core Reports

The following Core reports are classified as General, but are available for all modules.

Report	Description
Data Dictionary	This report provides a list of the fields within a particular list identifying the Long Display (the folder path to locate) along with details about the field itself. The search option can also be used to locate a specific field.
Maintenance Audit Report	This report records all changes made to User Permissions and Security Groups, noting what the Action was (Adding/Removing a Group, Adding/Removing a User, Changing Permissions), who made the change, when the change was made, and the specifics of the change. By default, the report returns all audits for the current month, but the date range can be changed at run time.
RuleApp Difference Report	This report compares two versions of the rule application within the database for differences in both business rules and decision tables. If a difference is detected, the rule's previous logic and new logic is displayed within this report. For more information, refer to the Rule Application Difference Report topic.
Security Groups	This report provides a list of the sections in which security permissions are established along with the current settings in each security group (none, view, change). Additionally, Administrators are able to view a user’s current activity, as well as their time of last log in.
System Tools Usage Report	This report provides institutions the ability to identify dashboards, letters, reports, views, and workflows that have not been used since a specific date. When this report is run, users are presented with a toolbar that enables them to define the Last Used Date for the report, and determine if the report includes a record of the tools with an empty Last Used Date.

From the Reports page, users with appropriate permissions can create reports, copy reports, edit reports, delete reports, run reports, and view report history.

The Design option is only enabled for advanced report building. For more information on this feature, contact a Temenos Account Manager and/or refer to the Advanced Report Builder help section of the user guide.

Show Running a Report

Highlight the Report that is to be run.

Click the

drop-down. Reports can either be opened in a new tab or new browser window.

If a user attempts to view a report, without the proper permissions, he or she will receive and Insufficient Permissions error message.

The Report appears on the screen.

Reference the following list for an overview of tips to consider for certain filters, or required fields, that may appear to run a report:

When a report is configured to prompt the user to enter a date range, the End Date range assumes a time of 00:00:00 if a time is not appended to the end date. To ensure information for the desired end date is included within the report, add a time in 00:00:00 format to the End Date or select a date that is one day ahead of the desired end date. For example, if a report is to include information from 4/1/2015 to 4/28/2015, in order to ensure information for 4/28/2015 is included, a date range of 4/29/2015 or 4/28/2015 11:59:59 PM must be entered as shown in the below example:

To scroll through the pages of the report, click the single arrow buttons to move page-by-page. Click the First Page button to view the first page or the Last Page button to view the last page of the report. To view a specific page of the report, enter a page value into the textbox and click Refresh.

To export the report to another format such as Word or Excel, click the Export drop-down in the report ribbon bar, and select the desired format:

To refresh the report results, click in the report ribbon bar.
To print the report, click in the report ribbon bar.

When using Internet Explorer 10 and SQL 2008 R2 RTM, trying to print a report in Temenos Infinity causes the Internet Explorer browser to refresh and close the previous session. To resolve this issue, an upgrade to SQL 2008 R2 SP2 must be performed by the financial institution.

To export the report to a data feed, click in the report ribbon bar.

Reference the list below for an overview of behavior that may occur for certain fields when a report is generated:

If reporting on information that links across multiple tables, and there is no record to match to in one of the tables, a NULL value populates in the report, rather than a value of False.
Fields that are encrypted in the database, such as custom fields or credit card funding fields, display the encrypted value in a report.

Show Viewing Report History

The report history is available for reports that are setup to run based on a schedule.

There is no timeframe for how a long a scheduled report is available to be viewed as historical reports do not expire.

Highlight the report in which the history is to be viewed.
Click Show History.

A screen appears containing a calendar. An icon appears on the day the report was run.
To view the report history, click this icon.
On the bottom of the page, the time(s) the report was run displays. Select a time to be viewed and click Run.

The report appears. Reports can be exported into different formats by clicking the Select a format drop-down on the top of the page and clicking Export.

For more information on report configuration, please see the Reports Administration topic in the Administrator Guide.