Those providers using the XpertOnline Provider software for provider-side processing, setup, and other functions can open an updated Management Reports program.  The management reports themselves have not been updated or modified in any way—only the main screen that allows you to open a specific management report has changed.

 

The documentation that follows is only for users of the XOP software—those of you accessing the Management Reports program through XpertOnline.net will continue to see the old program.  To open the Management Reports program from XpertOnline.net, login, and choose the Utilities | Management Reports link—please refer to those instructions for report definitions/configurations and use.


Content Includes:

 

The Main Management Reports Program in XOP

After a successful login to XOP, go to the File menu option and choose the Management Reports selection.  There will be an arrow to the right of this selection, indicating that there are more options to choose from here.

 

 

As you can see, there is a listing of all possible management reports that can be opened from XOP:

  • Lists and Resources
  • Activity Summaries
  • Pending Requests and Services
  • Billing Reports
  • Other Custom Reports
  • Re-run Previous Report

 

From this list of available management report types, those that contain an arrow to the right indicate that there are more options to choose from that are specific to that management report type.

 

Please note that identified bureau test files are removed from all Management Reports automatically.


Lists and Resources

When a user chooses the Lists and Resources menu option, five more menu options become available to the user. These options determine the type of management report that is to be run.

 

 

 

Clients – List 

This generates a report that contains the client name, client number, address, service team, region, department, tax code, phone, and fax. When a user chooses the Clients – List option here, a pop-up window opens to allow the user to refine the content of the management report further so that only the information that you want is contained in the report that you choose to run.

 

 

The Include section allows users choose which clients to view.

  • All Clients—check this to view all clients.
  • Active Clients Only—check this to view all clients that are in a status of Active.
  • Inactive Clients Only—check this to view clients that are either On Hold or Terminated.

 

To view a specific client’s activity, type the client number into the Select Client IDs starting with… field.

 

In the Sort By section, check the checkbox that corresponds to the way that you would like the management report sorted by.

  • Company Name—this sorts the selected report alphabetically by name.
  • Client ID—this sorts the selected report numerically by client ID number.
  • Zip Code—this sorts the selected report numerically by zip code.
  • Service Team—this sorts the selected report alphabetically by service team name. Clients who are not setup with a service team will be sorted first by client company name, and alphabetically.
  • Service Team + Region—this sorts the selected report alphabetically by Service Team name, and within that list, alphabetically by Region, as input on the client setup screen in XpertOnline.net/XOP. Clients who have not been setup with a value in the Service Team or Region field will not be sorted.
  • Region— this sorts the selected report alphabetically by Region, as input on the client setup screen in XpertOnline.net/XOP. Clients who have not been setup with a value in the Region field will not be sorted.
  • Department—this sorts the selected report alphabetically by Department, as setup on the client setup screen in XpertOnline.net/XOP.  
  • Tax Code—this sorts the selected report by tax code.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

Clients – Block  

This generates a report that contains the client name, client number, address, phone, and fax. When a user chooses the Clients – Block option here, a pop-up window opens to allow the user to refine the content of the management report further so that only the information that you want is contained in the report that you choose to run.  The main difference between this report and the Clients – List report is that the separations between each entry in the actual report will be larger for easier viewability.

 

 

The Include section allows users choose which clients to view.

  • All Clients—check this to view all clients.
  • Active Clients Only—check this to view all clients that are in a status of Active.
  • Inactive Clients Only—check this to view clients that are either On Hold or Terminated.

 

To view a specific client’s activity, type the client number into the Select Client IDs starting with… field.

 

In the Sort By section, check the checkbox that corresponds to the way that you would like the management report sorted by.

  • Company Name—this sorts the selected report alphabetically by name.
  • Client ID—this sorts the selected report numerically by client ID number.
  • Zip Code—this sorts the selected report numerically by zip code.
  • Service Team—this sorts the selected report alphabetically by service team name. Clients who are not setup with a service team will be sorted first by client company name, and alphabetically.
  • Service Team + Region—this sorts the selected report alphabetically by Service Team name, and within that list, alphabetically by Region, as input on the client setup screen in XpertOnline.net/XOP. Clients who have not been setup with a value in the Service Team or Region field will not be sorted.
  • Region— this sorts the selected report alphabetically by Region, as input on the client setup screen in XpertOnline.net/XOP. Clients who have not been setup with a value in the Region field will not be sorted.
  • Department—this sorts the selected report alphabetically by Department, as setup on the client setup screen in XpertOnline.net/XOP.  
  • Tax Code—this sorts the selected report by tax code.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

Clients – Extended

This generates a report that contains detailed information concerning the client company.  It contains the company name, client number, address, phone, fax, product list name, Fannie Mae number/Freddie Mac number, service team, department, tax code, and region information, if applicable.   When a user chooses the Clients – Extended option here, a pop-up window opens to allow the user to refine the content of the management report further so that only the information that you want is contained in the report that you choose to run.  




The Include section allows users choose which clients to view.

  • All Clients—check this to view all clients.
  • Active Clients Only—check this to view all clients that are in a status of Active.
  • Inactive Clients Only—check this to view clients that are either On Hold or Terminated.

 

To view a specific client’s activity, type the client number into the Select Client IDs starting with… field.

 

In the Sort By section, check the checkbox that corresponds to the way that you would like the management report sorted by.

  • Company Name—this sorts the selected report alphabetically by name.
  • Client ID—this sorts the selected report numerically by client ID number.
  • Zip Code—this sorts the selected report numerically by zip code.
  • Service Team—this sorts the selected report alphabetically by service team name. Clients who are not setup with a service team will be sorted first by client company name, and alphabetically.
  • Service Team + Region—this sorts the selected report alphabetically by Service Team name, and within that list, alphabetically by Region, as input on the client setup screen in XpertOnline.net/XOP. Clients who have not been setup with a value in the Service Team or Region field will not be sorted.
  • Region— this sorts the selected report alphabetically by Region, as input on the client setup screen in XpertOnline.net/XOP. Clients who have not been setup with a value in the Region field will not be sorted.
  • Department—this sorts the selected report alphabetically by Department, as setup on the client setup screen in XpertOnline.net/XOP.  
  • Tax Code—this sorts the selected report by tax code.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

Clients – No Activity for 30 Days

This generates a report that contains the client name, client number, address, phone, fax and date of last activity.  When a user chooses the Clients – No Activity for 30 Days option here, a pop-up window opens to allow the user to refine the content of the management report further so that only the information that you want is contained in the report that you choose to run.  This report can contain information on  clients that are in statuses of Active, On Hold, and Terminated.

 


The Include section allows users choose which clients to view.

  • All Clients—check this to view all clients.
  • Active Clients Only—check this to view all clients that are in a status of Active.
  • Inactive Clients Only—check this to view clients that are either On Hold or Terminated.

 

To view a specific client’s activity, type the client number into the Select Client IDs starting with… field.

 

In the Sort By section, check the checkbox that corresponds to the way that you would like the management report sorted by.

  • Company Name—this sorts the selected report alphabetically by name.
  • Client ID—this sorts the selected report numerically by client ID number.
  • Zip Code—this sorts the selected report numerically by zip code.
  • Service Team—this sorts the selected report alphabetically by service team name. Clients who are not setup with a service team will be sorted first by client company name, and alphabetically.
  • Service Team + Region—this sorts the selected report alphabetically by Service Team name, and within that list, alphabetically by Region, as input on the client setup screen in XpertOnline.net/XOP. Clients who have not been setup with a value in the Service Team or Region field will not be sorted.
  • Region— this sorts the selected report alphabetically by Region, as input on the client setup screen in XpertOnline.net/XOP. Clients who have not been setup with a value in the Region field will not be sorted.
  • Department—this sorts the selected report alphabetically by Department, as setup on the client setup screen in XpertOnline.net/XOP.  
  • Tax Code—this sorts the selected report by tax code.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

Product Counts 

Selecting the Product Counts option goes straight into the management report itself—there is no pop-up screen that will open when you select this management report option.   This management report contains all product lists currently setup for your provider company up to and including today’s date, the date that the product list was last modified, and the number of products in each product list.  


Activity Summaries 

When a user chooses the Activity Summaries menu option, four more menu options become available to the user. These options determine the type of information that the management report will contain.

 

  

Client Activity – Requested

This report will compile all requests that have been ordered by all clients contained in the date range you set on the screen that opens when you select this option.  The report itself will contain the name of the originating client company, the number of reports that were ordered in that date range, and the total price of all requested reports in that date range.

 

 

In the Range of Dates section, the default date will be the previous day. You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

In the Sort By section, select how you would like this management report to be sorted by.

  1. Name—select this option to sort the report alphabetically by client company name.  
  2. Report Count—select this option to sort the report by most to least number of reports ordered.
  3. Report Charges—select this option to sort the activity report by the highest to lowest total charges.
  4. Breakout—select this option to view a break down of each client company, sorted alphabetically, that lists the total number of reports ordered per product, total price for each product, and the total price for all combined products ordered.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

Client Activity – Completed

This report will compile all requests that have been completed, or statused to Done, by all clients contained in the date range you set on the screen that opens when you select this option. The report itself will contain the name of the originating client company, the number of reports that were completed in that date range, and the total price of all completed reports for that date range.

 

 

In the Range of Dates section, the default date will be the previous day.  You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

In the Sort By section, select how you would like this management report to be sorted by.

  1. Name—select this option to sort the report alphabetically by client company name.  
  2. Report Count—select this option to sort the report by most to least number of reports ordered.
  3. Report Charges—select this option to sort the activity report by the highest to lowest total charges.
  4. Breakout—select this option to view a break down of each client company, sorted alphabetically, that lists the total number of reports ordered per product, total price for each product, and the total price for all combined products ordered.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

Product Activity – Requested 

This report will compile all requests that have been requested in each Product Category you have set for each product.  It is based on the setting you input into the Range of Dates fields and contains the product category name, the number of reports ordered, and the total price for all reports ordered in that product category.  

 

 

In the Range of Dates section, the default date will be the previous day. You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

In the Sort By section, select how you would like this management report to be sorted by.

  1. Name—select this option to sort the report alphabetically by product category name.  
  2. Report Count—select this option to sort the report by most to least number of reports ordered.
  3. Report Charges—select this option to sort the activity report by the highest to lowest total charges.
  4. Breakout—select this option to view a break down of each product category, sorted alphabetically, that lists the total number of reports ordered per client company, total price for each product, and the total price for all combined products ordered in the set date range.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.


Product Activity – Completed 

This report will compile all requests that have been completed in each Product Category you have set for each product.  It is based on the setting you input into the Range of Dates fields and contains the product category name, the number of reports ordered, and the total price for all reports completed in that product category.  

 

 

In the Range of Dates section, the default date will be the previous day. You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

In the Sort By section, select how you would like this management report to be sorted by.

  1. Name—select this option to sort the report alphabetically by product category name.  
  2. Report Count—select this option to sort the report by most to least number of reports ordered.
  3. Report Charges—select this option to sort the activity report by the highest to lowest total charges.
  4. Breakout—select this option to view a break down of each product category, sorted alphabetically, that lists the total number of reports completed per client company, total price for each product, and the total price for all combined products completed in the set date range.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.


Pending Requests and Services

The Pending Requests and Services management report option contains three management reports that will compile and display all possible outstanding items within XOP. The only two items that can be outstanding within XOP are entire requests and individual services within requests.  Which outstanding items (either entire requests or individual services within requests) the user wishes to view depends on the user’s selection.

 

  

Requests Pending 

The Requests Pending option opens a management report that contains all requests that are currently in a status of Updating in XpertOnline.net/XOP, which indicates that the entire request may or may not have all of the individual account services (user service requests) completed on it but still needs to be printed back to the originating client. This report is sorted alphabetically by client company name, then alphabetically by product category; and, it will display all requests that are currently in a status of Updating.  There is no restriction on date ranges in this report.

 

There is no pop-up screen that will open when you select the Requests Pending—it goes straight into the management report itself.  

 

This management report breaks down each client currently ordering requests in XpertOnline.net/XOP alphabetically; then, within each listed client company categorizes the outstanding requests alphabetically into the product category name, and within the product category, lists the display ID (reference number), Applicant name, SSN, product name, date ordered, and the number of days the request has been outstanding/pending.  This is a handy way for managers to quickly find those requests that have been pending for a long time and to make sure that they make it back to the client in a timely manner.  

 

 

Services Pending

 The Services Pending option opens a management report that contains all services within each request that are currently in a status of Requested or Waiting in XpertOnline.net/XOP.  The status of the service is evident in the Request Detail page in either program (XpertOnline.net or XOP).

 

There is no pop-up screen that will open when you select the Services Pending—it goes straight into the management report itself.  

 

This management report lists each client currently ordering requests in XpertOnline.net/XOP alphabetically that has services pending; then, within each client company listing, it displays all display IDs (reference numbers) and the pending services for each display ID.  Along with the display ID and the service description, this management report lists whether a verification has been printed for the service or not, the date the service was requested, and the number of days that this outstanding/pending service has existed in XpertOnline.net/XOP.  


 

Services Pending with Team Breakdown 

This management report is only for those Providers actively using the Service Team field.

 

There is no pop-up screen that will open when you select the Services Pending with Team Breakdown—it goes straight into the management report itself.  

 

When a client or clients have been assigned a Service Team ID, this management report will order the resulting information alphanumerically by the value in the Service Team field, then alphabetically by client.


Billing Reports 

When a user chooses the Billing Reports menu option, two more menu options become available to the user. These options help to determine the type of information that the management report will contain. Each report is broken down into charges, credits, and a total, all contained in the customizable date range fields.

 

 

Client Billing 

This management report displays the billing information per client company name, sorted alphabetically. Within each client section the report is then broken down into billing charges and billing credits, with a total amount to be billed occurring at the bottom of each client company section.  Note that the billing credits will be surrounded in parenthesis.  

 

When a user selects the Client Billing option, the screen below opens.

 

 

In the Range of Dates section, the default date will be the previous month. You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

If you would like to limit the management report to only one client company, type the client number that corresponds to that company into the Include Billing for Client ID: field. Or, leave this blank to view billing information for the date range you input for all client companies.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

Client Billing with User Breakdown 

This management report is very similar to the Client Billing report, but within each client company listing, the report charges and credits are broken down alphabetically by user name within the client company. The report charges and credits follow each user name that has been actively ordering and upgrading reports.  Note that the billing credits will be surrounded in parenthesis.  

 

When a user selects the Client Billing with User Breakdown option, the screen below opens.

 

 

In the Range of Dates section, the default date will be the previous month. You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

If you would like to limit the management report to only one client company, type the client number that corresponds to that company into the Include Billing for Client ID: field.  Or, leave this blank to view billing information for the date range you input for all client companies.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.


Other Custom Reports 

The Other Custom Reports menu option contains numerous management report options, some of which are configurable, while others open the management report directly without any configuration options. The reports that are in this section have been separated out into three related sections to keep similar report options together.

 

 

The first section found in the Other Custom Reports menu option contains a count of all new requests ordered within the specified date range, a Fannie Mae and an ePASS activity management report for those of you offering products that connect to TC/Fannie Mae and Genesis/Contour/ePASS, a management report for all user service requests that have been completed by your updaters/processors, and a management report for a listing of manual edits/updates that have been made by your updaters/processors.

Quick Count

This management report displays the total number of requests per your input in the customizable fields on the screen that opens when you select Quick Count. This is a very simple report that takes your input and generates a report that totals the number of requests that have been ordered.

 

When a user selects the Quick Count option, the screen on the following page opens.

 

 

In the Range of Dates section, the default date will be the previous day. You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

If you would like to limit the management report to only one client company, type the client number that corresponds to that company into the Include Billing for Client ID: field. Or, leave this blank to view billing information for the date range you input for all client companies.

 

If you would like to limit the management report to a specific updater/processor in your office, type the user name that corresponds to that updater/processor into the Include Billing for Updater User ID: field. Or, leave this blank to view billing information for the date range you input for all users (keep in mind that this field is for users in the Provider’s office).

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

FNMA Activity 

This management report compiles all solicited and unsolicited requests that have been submitted through Trans Chicago for Fannie Mae determinations. The report itself is broken down alphabetically by client company name, and includes the Applicant name, reference number, Job ID number, and the date the request was ordered. Additionally, users can double-click the client company name to open a screen solely for that client company’s Fannie Mae activity.

 

When a user selects the FNMA Activity option, the screen below opens.

 

 

In the Range of Dates section, the default date will be the previous day.  You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

ePASS Activity 

This report contains all requests submitted to ePASS via Contour/Genesis. It is broken down alphabetically by client company name, and sorted within each section by product name. It displays the reference number, Applicant name, social security number of the Applicant, product name, the date the request was ordered, the price of the product, and total report count and price per client company.  At the end of the report, it totals all requests ordered through ePASS by all client companies, and totals the price of all requests, within the set date range.

 

When a user selects the ePASS Activity option, the screen on the following page opens.

 

 

In the Range of Dates section, the default date will be the previous day.  You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

  

Services Completed 

This menu option generates a management report that displays all completed services (user service requests) within the date range set. This report is sorted alphabetically by user name, and displays the reference number, account name of the serviced account, the number of days needed to complete the service, and the date the service was completed.

 

When a user selects the Services Completed option, the screen below opens.

 

 

In the Range of Dates section, the default date will be the previous day. You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

Edit Log

Use this management report to view all edits made to a request. This report includes a linked reference number that users can click to open the request in XpertOnline.net/XOP. The Edit Log management report includes the date of the most recent edit, a linked reference number that corresponds to the request that was edited, the Applicant name, and the type of item that was modified (i.e. trades, segments, products, etc.).

 

When a user selects the Edit Log option, the screen below opens.

 

 

In the Range of Dates section, the default date will be the previous day.  You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

Twelve Month Lookback

This menu option opens a management report that summarizes XpertOnline.net/XOP client activity per month over the last year.  This management report is dependent on the current month—it will summarize activity 12 months prior from the current month. The Twelve Month Lookback management report looks back 12 months and displays a bar graph summarizing client activity and client activity totals per month, totaling all client activity per month at the bottom of the report.  

 

When a user selects the Twelve Month Lookback option, the management report itself opens directly—there are no configurations available for this report.

 


The second section found in the Other Custom Reports menu option contains highly-configurable management reports that display all RMCR and Line Item-related activity.  The information that displays on the management report depends on the selections you make in the Report Type, Client ID, Updater User ID, Sorted By, and the Range of dates fields; and, of course, the management report you choose to view.   

 

RMCR and Line Item – Summary 

This management report can contain up to three items that can be double-clicked on to view the details for each—RMCR requests, RMCR services, and Line Item services. Important Note: the availability of one, two, or all three of the sub-items explained below depends on your selections in the customizable fields on the screen shown below.

  • RMCR requests—double click on this entry to view the details of all RMCR requests that are listed on this management report per your preset values in the above fields.  This is based on the RMCR service on the product.
  • RMCR services—double click on this entry to view the details of all RMCR services that are listed on this management report per your preset values in the above fields.  RMCR services are usually any of the Verify Balance services, Interview, Verify Addresses, and Verify Employments.
  • Line Item services—double click on this entry to view the details of all line item services that are listed on this management report per your preset values in the above fields.

 

 

 

In the Report Type section, designate whether the management report should contain RMCRs/Line Items that have been Requested but have not yet been worked, RMCRs/Line Items that have been Completed only, RMCRs/Line Items that are Pending—have been started but are not yet completed—or RMCRs/Line Items that may have billing Trouble, or questionable billing anomalies (For example, the  report is designed to find and report cases where the amount that was billed may not match up to the price listed on the report. Please keep in mind that records contained in the Trouble report are not necessarily problematic or wrong—this report only helps to identify records where there might be a problem, in case it becomes necessary to investigate questionable billing numbers).  

 

In the Range of Dates section, the default date will be the previous day.  You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

If you would like to limit the management report to only one client company, type the client number that corresponds to that company into the Include Billing for Client ID: field. Or, leave this blank to view billing information for the date range you input for all client companies.

 

If you would like to limit the management report to a specific updater/processor in your office, type the user name that corresponds to that updater/processor into the Include Billing for Updater User ID: field.   Or, leave this blank to view billing information for the date range you input for all users (keep in mind that this field is for users in the Provider’s office).

 

 

Finally, users can decide how they would like the RMCR and Line Item – Summary management report to be sorted.

  1. Date Ordered (default)—this management report will be sorted by oldest to most recent date ordered.
  2. Date Completed—it will be sorted by the date that the request was completed, or statused to Done.
  3. Client ID—this management report will be sorted numerically by the client number.
  4. Company—this management report will be sorted alphabetically by client company name.
  5. User ID—this management report will be sorted alphabetically by username, as setup in the XOP/XpertOnline.net system.
  6. Status—the Status sort option will sort RMCR requests by status of the entire request (New, Updating, Done); the Status sort option will sort all RMCR services by status of the individual service (Requested, Waiting for Response, Done, Canceled); the Status sort option will sort all line item services by the status of the individual services (Requested, Waiting for Response, Done, Canceled).
  7. Description—this sorts the RMCR and Line Item – Summary management report alphabetically by service description.  For RMCRs, the report will be sorted alphabetically by applicant last name.        For RMCR services, the report will be sorted alphabetically by the particular RMCR service (VBAL30, VBAL60, VBAL90, Interview, Verify Addresses, Verify Employments).  For Line Items, the report will be sorted alphabetically by the name of the service description.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation. When the report is generated, users can double-click on any of the items listed here to view details for each.  Subsequent tabs will open that allow for navigation backward and forward, in or out of the summary page or the details pages.


RMCR and Line Item – Detail 

Instead of summarizing all RMCRs and Line Items, this report generates and displays all the details (Client ID, company, Applicant name, SSN, Loan # (if applicable), Description (if applicable), ordered date, and completed date ) for RMCRs first, RMCR Services second, and Line Items third.

 

As with the RMCR and Line Item – Summary management report, this management report can contain up to three items that can be double-clicked on to view the details for each—RMCR requests, RMCR services, and Line Item services.  Important Note: the availability of one, two, or all three of the sub-items explained below depends on your selections in the customizable fields on the screen shown below.

  • RMCR requests—double click on this entry to view the details of all RMCR requests that are listed on this management report per your preset values in the above fields.  This is based on the RMCR service on the product.
  • RMCR services—double click on this entry to view the details of all RMCR services that are listed on this management report per your preset values in the above fields.  RMCR services are usually any of the Verify Balance services, Interview, Verify Addresses, and Verify Employments.
  • Line Item services—double click on this entry to view the details of all line item services that are listed on this management report per your preset values in the above fields.

 

 

In the Report Type section, designate whether the management report should contain RMCRs/Line Items that have been Requested but have not yet been worked, RMCRs/Line Items that have been Completed only, RMCRs/Line Items that are Pending—have been started but are not yet completed—or RMCRs/Line Items that may have billing Trouble, or questionable billing anomalies (For example, the  report is designed to find and report cases where the amount that was billed may not match up to the price listed on the report.   Please keep in mind that records contained in the Trouble report are not necessarily problematic or wrong—this report only helps to identify records where there might be a problem, in case it becomes necessary to investigate questionable billing numbers).  

 

In the Range of Dates section, the default date will be the previous day. You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

If you would like to limit the management report to only one client company, type the client number that corresponds to that company into the Include Billing for Client ID: field. Or, leave this blank to view billing information for the date range you input for all client companies.

 

If you would like to limit the management report to a specific updater/processor in your office, type the user name that corresponds to that updater/processor into the Include Billing for Updater User ID: field. Or, leave this blank to view billing information for the date range you input for all users (keep in mind that this field is for users in the Provider’s office).

 

 

Finally, users can decide how they would like the RMCR and Line Item – Detail management report to be sorted.

  1. Date Ordered (default)—this management report will be sorted by oldest to most recent date ordered.
  2. Date Completed—it will be sorted by the date that the request was completed, or statused to Done.
  3. Client ID—this management report will be sorted numerically by the client number.
  4. Company—this management report will be sorted alphabetically by client company name.
  5. User ID—this management report will be sorted alphabetically by username, as setup in the XOP/XpertOnline.net system.
  6. Status—the Status sort option will sort RMCR requests by status of the entire request (New, Updating, Done); the Status sort option will sort all RMCR services by status of the individual service (Requested, Waiting for Response, Done, Canceled); the Status sort option will sort all line item services by the status of the individual services (Requested, Waiting for Response, Done, Canceled).
  7. Description—this sorts the RMCR and Line Item – Detail management report alphabetically by service description.  For RMCRs, the report will be sorted alphabetically by applicant last name. For RMCR services, the report will be sorted alphabetically by the particular RMCR service (VBAL30, VBAL60, VBAL90, Interview, Verify Addresses, Verify Employments). For Line Items, the report will be sorted alphabetically by the name of the service description.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

RMCR Audit

This report, which displays information within a specified date range only, shows users the number of requests ordered with the RMCR service enabled on the product and the number of requests whose RMCR service has been completed. Users can further this functionality by double clicking on the blue text here to view the listed reference numbers for RMCR requests.

 

When a user selects the RMCR Audit option, the screen below opens.

 

 

In the Range of Dates section, the default date will be the previous day.  You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

When the report opens, the management report will be broken down into Beginning Open RMCR Count, New RMCR Activity, RMCRs Completed, and RMCRs Canceled.  Each of these items can be double-clicked on to view the details for each.

 

The Calculated Ending Open RMCR Count and the Actual Ending Open RMCR Count should always match. Please keep in mind that, if these values do not match, this does not indicate that records contained in this report are necessarily problematic or wrong—this would only indicate that there might be a problem: such as a date anomaly or an RMCR was upgraded to another RMCR.

 

RMCR Pending Services

This report shows those requests that had RMCR services aligned to the requests and that have been marked as Completed, but for whatever reason another outstanding/pending service exists on the request. This report is a snapshot of XpertOnline.net/XOP at the time the user opens this report, meaning that any XpertOnline.net/XOP activity performed after this report is opened will not display.

 

When a user selects the RMCR Pending Services option, the management report itself opens directly—there are no configurations available for this report.

 

The third section found in the Other Custom Reports menu option contains management reports that gather general information based on turnaround times for completing line items, non-RMCRs (Infiles), and RMCRs, and a one-page summary of activity and billing for RMCRs, Infiles, and Line Items.


Turnaround Times – RMCRs  

If you choose the Turnaround Times – RMCRs management report, the report lists all the RMCRs requested and completed between the selected dates, and automatically computes a “turnaround” time for the completed ones—this is advantageous to see the length of time it takes your office to complete a requested RMCR request.   

 

This report computes the turnaround time in hours, based on a normal day, minus weekends and holidays.  

 

Important Note: In order for this report to be useful, you will need to give us a list of your holidays and specify a preferred time zone.  If you would like an 8-hour work day, or a 24-hour work day, or if you want to specify multiple time zones based on multiple office locations, more time will be taken to develop this management report for you.   You must give us this information in order for this report to be useful to your company.

 

When a user selects the Turnaround Times – RMCRs management report, the screen below opens.

 

 

In the Report Type section, designate whether the management report should contain RMCRs that have been Requested but have not yet been worked, RMCRs that have been Completed only, RMCRs that are Pending—have been started but are not yet completed—or RMCRs that may have billing Trouble, or questionable billing anomalies (For example, the  report is designed to find and report cases where the amount that was billed may not match up to the price listed on the report. Please keep in mind that records contained in the Trouble report are not necessarily problematic or wrong—this report only helps to identify records where there might be a problem, in case it becomes necessary to investigate questionable billing numbers).   

 

In the Range of Dates section, the default date will be the previous day.  You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

  

Turnaround Times – Line Items

If you choose the Turnaround Times – Line Items management report, the report lists all the Line Items (not including RMCR services) requested and completed between the selected dates, and automatically computes a “turnaround” time for the completed ones—this is advantageous to see the length of time it takes your office to complete a requested Line Item.  

 

This report computes the turnaround time in hours, based on a normal day, minus weekends and holidays.  

 

Important Note: In order for this report to be useful, you will need to give us a list of your holidays and specify a preferred time zone.  If you would like an 8-hour work day, or a 24-hour work day, or if you want to specify multiple time zones based on multiple office locations, more time will be taken to develop this management report for you.   You must give us this information in order for this report to be useful to your company.

 

When a user selects the Turnaround Times – RMCRs management report, the screen below opens.

 

 

In the Report Type section, designate whether the management report should contain RMCRs that have been Requested but have not yet been worked, RMCRs that have been Completed only, RMCRs that are Pending—have been started but are not yet completed—or RMCRs that may have billing Trouble, or questionable billing anomalies (For example, the  report is designed to find and report cases where the amount that was billed may not match up to the price listed on the report. Please keep in mind that records contained in the Trouble report are not necessarily problematic or wrong—this report only helps to identify records where there might be a problem, in case it becomes necessary to investigate questionable billing numbers).   

 

In the Range of Dates section, the default date will be the previous day.  You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

In the Range of Dates section, the default date will be the previous day.  You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.

 

Completed Units and Revenue

This report is a one-page summary of activity and billing for RMCRs, Infiles, and Line Items completed within a range of dates.

  • RMCRs are defined as requests with a completed RMCR service.
  • Infiles are any other non-RMCR request.
  • Line Items are services that were completed outside the scope of an RMCR (after the RMCR was completed, or on a non-RMCR request).

 

Since this report has to gather numerous counts and billing totals, it is not a good idea to run this during production hours, especially for a date range greater than one day.


When a user selects the Completed Units and Revenue management report, the screen below opens.

 

 

In the Range of Dates section, the default date will be the previous day. You can click the drop down list on both the Start Date and the End Date to select a calendar date instead of typing one in.

 

 

Or, users can click any of the buttons to the right here to auto-populate the Start Date and End Date fields.

  • Today—when clicked, this changes the Start and the End fields to today’s date.
  • Week to Date—when clicked, this changes the Start field to the Sunday prior and the End field to today’s date.
  • Month to Date—when clicked, this changes the Start field to the first day of the current month and the End field to today’s date.
  • Yesterday—when clicked, this changes the Start and End fields to yesterday’s date.
  • Last Week—when clicked, this changes the Start field to the Sunday beginning the previous week, and the End field to the Saturday ending the previous week.
  • Last Month—when clicked, this changes the Start field to the first day of the previous month, and the End field to the last day of the previous month.

 

If you would like to limit the management report to only one client company, type the client number that corresponds to that company into the Include Billing for Client ID: field.  Or, leave this blank to view billing information for the date range you input for all client companies.

 

Click the Run Report to generate a management report based on this information, or Cancel to quit this operation.


Re-run Previous Report

Choose the Re-run Previous Report menu option to prompt XOP to open the last management reports, complete with all of your configurations and settings, that you viewed.