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| | | Forum Newbie
Group: Forum Members
Last Login: 10/10/2008 12:52:12 PM
Posts: 8, Visits: 188 |
| I run a report several times a month using the option of "est. close", the new Calyx 6 does not allow me to pick that as an option, its either opened, submitted, ect...I have tried to condition the report internally but that doesn't seem to help with pulling files that are closing during a specific time. I need some help! i use this report ALOT and i'm not sure what to do?? Any suggestions would be GREAT!
Becki Coley
HMS Mortgage, Inc. |
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| | | Forum Newbie
Group: Forum Members
Last Login: 10/10/2008 12:52:12 PM
Posts: 8, Visits: 188 |
| i think i figured it out, i added a condition to my report: i entered the between dates to run for my est. closings..hope this solves the problem i'm having
Becki Coley
HMS Mortgage, Inc. |
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Supreme Being
Group: Forum Members
Last Login: 9/14/2008 9:42:26 PM
Posts: 124, Visits: 969 |
| You can also go into Templates/Reports and Marketing (if you have access) and add the field (6075) to the report you are running with the condition of BETWEEN for the date range you are looking for.
"MMM Yeah, I'm going to need you to go ahead and come in on Saturday." |
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| | | Forum Newbie
Group: Forum Members
Last Login: 10/10/2008 12:52:12 PM
Posts: 8, Visits: 188 |
| thats exactly what i did, Thank you
Becki Coley
HMS Mortgage, Inc. |
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Forum Guru
Group: Forum Members
Last Login: 6/26/2008 6:48:15 AM
Posts: 70, Visits: 237 |
| | That still doesn't answer the question, why such an important date as estimated closing would be left off the list? I sincerely hope that Estimated Closing will be added back onto the list in the future.
Thanks for your help, 
John Hoopes 
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Sepal
Group: Moderators
Last Login: Today @ 2:47:53 PM
Posts: 1,178, Visits: 9,204 |
| with 6.0 est close was not an actual status so it was not in the list. In 6.1 the setup will be a little different and you will readily be able to filter the report on the est close date.
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