Report Basics | Open/Save a Report

See activity across your entire pipeline - loans on both eMagic.com and eMagic-hosted lender sites. To access the Reports menu, go to Main Menu > Tools tab > Reports.

Report Basics

Each report query screen has detailed instructions for administering the report. From a query screen, you can:

• Specify a date range up to a maximum of 30 days.
• Specify an institution, if applicable.
• Select fields to be included in the report.
• Open and view a report (Requires a spreadsheet program. e.g., Excel.).
• Save a report to your computer.

Note: "Today's" data will be available "tomorrow."

Lead Pipeline Report:  You must sign up for eMagic Suite for this report option to display.

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Open/Save a Report

1. Click a report link (see above) to open a report query screen.

2. Enter your report criteria.

3. Click Download
   

   Open: If you have a spreadsheet program (like Excel®) installed on your computer, you can open directly to view the contents of the report.
   Save: Select a drive and folder and click OK. By default, the file will be saved with a .csv extension.
   
   

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