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How To Create Custom Reports in the System

Using Report Builder, you can create your own customized reports based on reports available in the system for sharing with your clients. To create custom reports in the system, follow the steps below:  

 

1. Log on to your ValueLink Appraisal Management System account. 

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2. Click on Insights at the top of the Dashboard and select Report Builder. 

ValueLink Home Orders AVM Insights v Accounts Performance Analytics Reports and Scorecards Admin Appraisal (1124) c, 0 Open Orders 1140 @ Order Trends Created Assigned Follow Ups 305 Reviewed Completed Report Builder Active Revisions 172 Create New Order • Pending Payment 113 €9 Flagged Orders 90 Order Statistics Rush Orders 81 o O Cancelled Activities 6 16 BPM 1 oPM Top Valdors Vendors DEF Appraiser Active Late Followup 33 O Search BPO (0) Due Today Category Client Vendor Reviewer Past Due Date 846 @ Order Comments Order 648 428 Test AScope AMC HW Valuations Test - Clarocity Test - ValuTrac AMC ProTeck Test Vendor Test - Clear Capital AMC ABC Appraiser 143 27 22 19 19 18 18 14 109 18 20 19 18 17 16 14 12 Other My Expired Reminders o o o o oooooooo 0 12AM 4AM 6AM SAM IOAM 12PM Texas Appraisal Management 13 2PM 4PM 6PM 80b Acme 10 High Risk Orders A Unread Vendor SMS

 

3. On the report builder screen, you will find a few reports that will be available by default which you can use to generate a report, or you can build your own custom report by clicking on Add New Report.  

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4. Clicking on Add New Report will open the Report builder interface. 

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5. From here select a source for the foundation of the report depending on your requirements. Once selected click Continue. 

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6. Next, based on the selected report source you will get to select your specific data fields (e.g., Client ID, Client Name) just select the ones you would like to have in your report and click on ADD or You can even search for specific data fields. 

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7. You can change the names of columns and sort, group, total & average the fields.  

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8. In the Filters section, you can add filters in accordance with your requirements, there are different ways to do so. 

First, you need to select a field you would like to filter by, choose the comparison operator, and click the Add Filter. 

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From there select the comparison operator which will determine how the filter will operate by search. 

  

The comparison operator has a total of 8 selections which you can choose from: 

Equal to 

Not Equal to 

Like 

Not like. 

Null 

Not Null 

Includes 

Does not Include. 

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In the filter value section if you enter any specific value the filter will only show the details of those values. 

If you check the IsRuntime Filter, you will be able to specify the value each time you run the report. 

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In case the runtime filter is not enabled, you will be required to enter a filter value. 

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9. Once you have added all the necessary filters according to your requirements you can preview the report in the Preview section, to check if any changes are required.  

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10. Once satisfied with the changes and the report view, go to the SAVE section, enter the Report Name, Report Header, Category, and Accessibility click on Finish. 

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