AEX’s built-in reports offer a real-time view into the status of your agreements, resourcing needs, and historical performance.
Here’s a small example of how Reporting can boost your team’s productivity:
Effectively identify where to re-allocate resources to balance team workloads
Identify bottlenecks and potential areas to improve process
Discover new insights in Agreement & Scorecard activity
Table of Contents
- Who is Reporting for?
- How can I filter my data?
- Summary of Reports
Who is Reporting for?
Company Admins/Managers can use reporting to get a handle on overall volumes and major contributors by Agreement Type, Publisher, and Access Control Group (ie, Partner/Branch).
Underwriting Managers and Underwriters to review historical team decision outcomes, current workloads, and performance. Break down your data by Scorecard types (ie, High risk/Low Risk) or by Access Control Group (ie, Partner) to better understand how each segment impacts team performance.
Publishers to review individual performance and visualize the current state of your own agreements.
How can I filter my data?
Filters help you slice & dice your data by isolating a specific segment of users, agreements, or time frame.
Filter by Agreement Type: Select one or more Agreement Types (also known as workflows, transactions) to include in the data.
Filter by Publisher: Select one or many Publishers to include in the data. All Publishers in the company are listed here.
Filter by Status: For applicable reports (ie, Publisher Activity), you can filter by the current status of an agreement.
Filter by Created Date: Filter data by any of our preset date ranges, or create your own with Custom Dates
Underwriting Report Filters
The following filters are applicable to the Underwriting Reports for Scorecards.
Filter by Scorecard Type: Select one or more Scorecard Types to include in your data (ie, High Risk vs Low Risk)
Filter by Underwriter: Select one or more assigned Underwriters to include in the data. Data is shown based on the last/current Underwriter assigned. You can also filter for Unassigned to view data related to unassigned scorecards (ie, auto-decisioned).
Access Control Group Filters
The following filter applies if Access Control Groups has been enabled for your company.
Filter by Access Control Group: Select one or more assigned Access Control Groups to include in the data. Data is shown based on the current Access Control Group assigned. You can also filter for Unassigned to view data where an associated Access Control Group does not apply.
Access Control Group Visibility for Managers:
If Access Control Groups has been enabled for your company, Managers of Access Control groups can see the same reports available to Company Admins. The data, however, is limited to the Agreements & Scorecards associated to that Managers Access Control Group(s).
ie, a Manager of Partner A can see reporting data for all members of the Partner A Access Control Group. This manager will not see the Partner B’s reporting data, however.
Summary of Reports
Below is a summary of the reports currently supported and planned.
Time to Close
Underwriting Outcomes Overall
My Completed Agreements
How do I access Reporting?
Within the new workspace, select the Reporting tab from the universal header.
Reporting is currently enabled automatically for Payments & Scorecard customers. As additional reports become available it will be automatically enabled for most clients.
ENABLE_WORKSPACE_REPORTING is required to enable reports
ENABLE_UW_REPORTS is required to access Underwriting reports for Scorecards
I had custom grid reports in MV2, will these move to the new Workspace Reports?
The new Workspace’s Views grid data is fully exportable and in many cases replaces the custom reporting tool in Workspace. At this time we are focused on building optimized built-in visual reports for our users in the Workspace Reporting.
For scenarios where our Workspace Views and built-in reports fall short, legacy MV2 reporting is accessible from the Workspace until we are poised to decommission the feature.