Calyx Software Message Board / Calyx Point / Reports

I want to creat a report that just gives me name, Address and Email address

John Garrett — Sat, 06 Mar 2010 13:07:22 GMT

I have to believe there is way to do this but I am clueless. Can anyone advise me how to do it?

Reports pulling filename.ext.BACK

Trammel — Tue, 02 Mar 2010 14:39:39 GMT

Monthly reports are being ran for our LO's and while the user is not able to find the report in Point. The report they have running is pulling them in. I noticed that the files identified have double extensions with .back. So is this a normal process on the PDS side and do I need to do anything about it?

Thank you

Pull 'App Taken By' into a report

KBeavers — Tue, 16 Feb 2010 18:51:52 GMT

I am writing a report and I want to pull in how the application was taken by the originator from page 4 of the Loan App, but I can't find the field ID. I know other sections with check boxes have text ids instead of numerical (i.e. "Occupancy Type" can be pulled in with a field id of "RES"). Is there such an id for this field?

Thanks.

Reports generated from point display and print with all the text layered on top of itself

Sbelmore — Thu, 21 Jan 2010 15:02:07 GMT

Hello all,

We have a situation affecting all users where whenever a report is generated and the report window pops we see all the text layered over itself and if we attempt to print said reports it prints with the text all layered over itself. If we zoom in the text seems to "scrunch" together even more. We have tried playing with font sizes, scaling adjusting the column widths all without success. We have Uninstalled Point 7.2 w/SP1 from the server, reinstalled and tested w/o SP1, same problem with reports, installed SP1, same problem still. The current workaround that I am using is having the users save the report into excel on their desktop then print from the saved file. Was hoping someone had already encountered this problem and had a fix outside of the recommendation from Calyx support applied above? Thank you in advance for any help you can provide.

Regards,

Shaughn Belmore

HMDA Report

Danielle — Wed, 24 Jun 2009 16:50:38 GMT

I know that we can't change the Calyx supplied HMDA Report, but I need to figure out a way to pull the right data. Right now, the only field I can use to narrow the search is Closed Date, but we have applications that did not close that need to be pulled for this. I'd like to be able to pull by credit report date. Is that even possible?

The biggest obstacle for me right now is that we heavily track our marketing dollars, so every lead that comes in the building is put in Point, with it's lead source, whether or not we pull credit. So, we can't just run the report with a blank closing date, because we'll get leads that credit wasn't pulled. The only other solution we can come up with is copying all the files that need to be submitted to a HMDA folder, but we probably pull 25k+ credit reports a year, so that's a lot of files to copy for this one report.

Any ideas?

Populated fields not pulling into custom reports

KBeavers — Thu, 14 Jan 2010 17:15:44 GMT

Beginning yesterday afternoon, the data from several fields in Point is no longer being imported into the the custom reports we have created even though the reports ran correctly that morning. I have verified that the field ID's used to create the reports are correct and have not been altered. The fields that disappeared yesterday included the several fees from the 'Initial Fees Worksheet' (i.e. Aggregate Adjustment, Underwriting Fee), and the fields that disappeared today were from one of our Custom Screens and from the Borrower Information Screen. This error holds true both when the report opens in Point or if it is exported to an Excel workbook. I am using Point 7.2 SP1. Any ideas what is going on?

Report Scheduling

Steveb16 — Mon, 21 Dec 2009 22:47:31 GMT

Has point ever considered an interface with Crystal Reports or some sort of report scheduling engine? It would be fantastic to set up reports than automatically run and then are emailed to a user list. I know Crystal Reports works well with SQL, not sure if it would work with however point is storing it's data.

Reports displayed in Excel

ChrisSauerwein — Mon, 14 Dec 2009 14:50:09 GMT

Ok, I'll try to effectively communicate this, but I'm not quite sure I even understand why this isn't working.

So I build a report in Calyx, I choose to Display the Result in a pre-formatted Excel file (so I can build custom calculations, etc.), I choose to create a New file and, viola!, Calyx makes a lovely spreadsheet using the fields that I've chosen. So far, so good.

I, then, attempt to add the =NETWORKDAYS Excel function as part of my calculations and the results aren't what I expected. They also aren't what I planned out in my development of the spreadsheet. See, I have the Analysis Toolpak installed and when I mocked up the planning of my report, the calculations all worked. Now when I attempt to build the actual spreadsheet, nope.

Help!!

Report need--Data from the credit report

loanguy2009 — Fri, 11 Dec 2009 10:42:28 GMT

I'm looking to see how Point extracts data from the credit reports, and if I can find a way to make a report out of one specific field.

With mortgages on a credit report, there normally is a sub-bar that says "Conventional" or "Freddie Mac", etc. I need a report of all our Freddie Mac loans from the past 3 years--I don't want to go into every loan and look at the credit report! :-(

Problem viewing credit report as PDF

todrescher — Fri, 06 Nov 2009 11:41:47 GMT

We've got Point running on three Citrix servers, but this problem is only on one, but I'm not familiar with the inner workings of the program, so I'm not sure where to look.
When you go to view a credit report as a PDF, it only gives you an option to save the PDF (or cancel), it doesn't display it. Could this be an issue with Point, Adobe Reader, or Internet Explorer?

The "View Credit Report" page displays fine, but when you click the link to view it as PDF that's where the process fails. Opening/viewing PDFs in any other manner besides inside of Point work as expected when operating from that server (web page links to pdf files open, email pdf attachments open, etc).

Most Recent Credit Report Date

mtg admin — Tue, 27 Oct 2009 14:05:24 GMT

Is there a way for point to pull onto a report the most recent credit report date? We work with new construction loans and want to see the last time credit was pulled for a buyer. We tested with a file with the original request and recevied date of 6/30/09. Just pulled a new credit report, but the Status screen still reflects 6/30. I know it stores in doc storage - but is there a way to add it to a report???

Adding DOB and email to Custom Reports

Phlmartn — Thu, 15 Oct 2009 23:55:06 GMT

Is there a way to add date of birth (or even just the day and month) and email to a customized customer report?

Up-Front MIP/Funding Fee Financed not populating to GFE Line 902 Mtg Insurance Premium

tweichler — Mon, 21 Sep 2009 13:09:46 GMT

Why doesn't the Up-Front MIP/Funding Fee Financed amount no longer populate to the GFE Line 902 Mtg Insurance Premium for a Conventional loan for Point 7.1? This amount populates to Details of Transaction line n. PIM, MIP Financed.

However, if I do an FHA loan, the Up-Front MIP/Funding Fee Financed amount does populate to the GFE Line 902 and the Details of Transaction Line n.

More users are reporting this issue using Point 7.1.

I would appreciate anyone who has an answer or solution to this issue?

Thanks,

Trinh To-Weichler

Automated email reporting

ronmill — Fri, 18 Sep 2009 13:38:44 GMT

Sorry, I posted this in two places but didn't know where to put it for sure.

I'm using Point 7.0 and need to send automatic emails to loan officers when the status on a file changes. Like when the loan is submitted to underwriting, I want an email to go out to the loan officer so they don't call the processor all the time. There are 7 other status changes I want to take action on but it's just too hard to do this manually. Is there a way to set Point to do this automatically for me?

Problems populating field in excel when running reports

RNekola — Thu, 27 Aug 2009 11:01:12 GMT

We are running a custom template report and while the filter that is used is "funded date" and when the report is ran it might populate 2 fields and then it may not.

Our 2 fields we are having issues with are "Processing Type" with an ID of 9916 and "Comp Docs & Screens Completed" with an ID of 9910. Those are entered within the Forms - Custom Screens / Fields - Custom form 1 (which we titled compliance). Both areas are in the form with the correct ID next to them.

If I were to run this report I would select from the filters area under the "Status Date" select "funded date" and then select the date range. Once the report is ran it will not populate those 2 fields that are created.

If I run the report without any filters in place some of the fields will be populated with the information of "processing type" and "comp docs".

I have looked at files that are populating information and not populating information and they all look the same. All fields are filled out.

Anyone else have any ideas as to what this could be and where else to maybe look? I have tried it on different machines with different accounts and all the same issue. Even with a full blown admin account is still having issues and I have a feeling it is something stupid like a check box or a missname somewhere.

Thanks,

Conditions Date Resolved

Haws — Wed, 22 Jul 2009 17:07:41 GMT

I am creating a report/template in Calyx...

In one column I have CN (to show the conditions)... the next column I have is CNDFS to show condition status.

My question is, how do I list the "Date Resolved" in the next column? I see that I can add field 11500 to show the first condition but I want to list it like the CN and the CNDFS is until it is blank, and I want them to stay in the correct format (stopping like the CN and CNDFS fields do)... Any idea? I'm just trying to get the date that is put in under Track Conditions "Date Resolved" near the Conditions Status fields.

Thanks.

# of Days Interest

jmohr — Mon, 13 Jul 2009 19:47:03 GMT

Is there an actual field id for the # of Days of interest on line 901 of the GFE. When I use utilities to reveal the field id's - it shows this field as 96. But I am unable to input that in a Report and have the # of days of interest pull.

Condition in Report Template - Field Not Blank

jmohr — Thu, 09 Jul 2009 11:09:26 GMT

I routinely use the conditions in my report templates to help sort-out the necessary data. However, it doesn't appear that there is a "Field Not Blank" or "Filed is Blank" condition, like there is in the conditions for the pds business rules. This would be extremely helpful - am I missing it somewhere?

Document Storage Report

amb — Mon, 06 Jul 2009 12:50:53 GMT

Is there a way to pull a report on what documents are stored with each file? This would be a great way to check what files in a folder have had all the needed documents attached to them.

Thank you

Trying to pull Credit Report Received Date into report

AHilgers — Mon, 11 May 2009 14:52:45 GMT

I am building a custom report and want it based on the Credit Report Received Date. I cannot find what the field ID is for that.

Any help?

Macros not copying when using an Excel template for a report

AHilgers — Tue, 02 Jun 2009 12:53:09 GMT

I created a custom report that uses an existing Excel spreadsheet template. There are macros and code written in Visual Basic in the Excel template. When I generate the Point report, none of the macros or code is there.

HELP!

Sharing Report Templaces

barbcoker — Mon, 05 Jan 2009 15:59:04 GMT

A loan officer creates a report template. How can she share it with other loan officers?

Application date not showing up on some reports

misskate — Fri, 15 May 2009 14:26:24 GMT

I run reports based on application date (from page 4 of the application-interviewer signature date) and for some reason, when I run reports, some of the application dates don't show up. I have checked the files to see if the app date is missing but it is there. Has anyone else had this problem? Is there another field for app date that is possibly overwriting this field?

Thanks

field id's

Rich23 — Thu, 14 May 2009 17:41:56 GMT

when I put in the field ID it does not carry over to the report

this is happening with 810 - seller paid closing costs

reports

Rich23 — Mon, 04 May 2009 10:00:00 GMT

how do I run a closed loan report by loan officer that only gives me the totals of each LO rather than a list of the borrowers

Add Prospect/Borrower Field to Custom Report

patf — Tue, 05 May 2009 12:17:49 GMT

We are running 6.2b. We also run PDS, and there is only one data folder.

I'm pretty much a novice to reporting, but I have defined a Custom Report template which allows me to run a report on my individual pipeline successfully.

When running the report, I know I have the option to run the report on Prospect, Borrower, Include Co-Borrowers, or any combination of the 3.

Presently, I have to run 2 separate reports selecting Prospect for the first report, then Borrower for the second report, in order to see all my files in those 2 categories.

I would like to add a column to that report that will identify whether the file is a Prospect or Borrower, then run one report, selecting both Prospect and Borrower. The report would then show which category, Prospect or Borrower, the file is in.

I cannot find any information as to how to do this or even whether it is possible.

If it is possible, I'd appreciate it if someone can provide step-by-step instructions for configuring the template to do so (again, I'm new to reporting).

Thank you,

Pat

Income on Custom Report

bwilliams — Fri, 01 May 2009 10:29:43 GMT

I have made a custom report for our audit department but I cannot get the borrowers income to show up. I have selected the "Total Income" and put the field number on the template, but it still will not pull over. Any Ideas?

Report doesn't generate information

macon — Thu, 02 Apr 2009 10:20:49 GMT

I've downloaded the instructions and followed them to the letter for creating a custome report. When I try to create the report, whether it be custom or not, my results page just shows up with the headings but no data below the headings.

:w00t:G

Reports-Setting Condition for Date Range

mtg admin — Fri, 24 Apr 2009 07:40:30 GMT

My report currently works fine with the filter added for this field to the report screen and manually select "Less Then or Equal to 4/17/2009"

I want to set in the condition builder so that the report knows to only pulls results for files that exclude the files if the date is with in the last 5 days

Is that possible? I am just trying to make the report as easy as possible to pull daily!

Business Analysis Summary report

ChrisSauerwein — Sun, 05 Apr 2009 08:27:30 GMT

I think I found an error in this report while developing my custom reports.

The charting for the monthly and yearly trending appears to be totalling Excel's date value (4/4/2009 = 39907) vs. loan amount - as represented in the charts. I may have a fix for it by the time someone reads this, but I've been building reports all weekend long and my eyes are starting to cross - so I may just go hit a few golf balls or something.

logs

Oye ve — Thu, 09 Apr 2009 08:07:58 GMT

Im a dummy , is there a application log function?

Thanks

Is there a way to generate a contact report that includes email?

jburke — Thu, 19 Mar 2009 09:21:53 GMT

Is there a way to generate a contact report that includes email?

Editing Calyx supplied reports (including Excel ones)

ChrisSauerwein — Tue, 17 Mar 2009 16:10:13 GMT

Some of the Calyx supplied reports are amazingly close to what I want to build, but I'm having a devil of a time editting them with any positive results. Or reverse engineering them, for that matter.

Without getting in to the "how did you edit the files"... Let's take something as simple as removing an AU: from a report. I've done that and it renders the report useless. Not sure how/why that happens, but it does. It's baffling me how removing an AU: could cause a report to not work and I consider myself a bit of an Excel and Calyx whiz.

Is there an advanced Reports class offered? or a guru that I can pick their brain?

Restricting Access to certain Reports and data

jaw423 — Wed, 21 Jan 2009 10:16:52 GMT

I'm about to start supporting our mortgage company with Calyx Point. One thing that has been an issue for them that I'm looking for help with is how to restrict access to certain reports and/or data within the system. The biggest piece of data that we're trying to restrict access to is volume/commissions earned by each loan officer. Does anybody have any suggestions on this?

Thanks in advance!
Jeff

Need a report condition that will only return populated fields

Danielle — Fri, 02 Jan 2009 09:48:01 GMT

Is there a way when creating a report to template to add a condition that would look at only populated fields? I tried to tell it "Not Equal to" a blank box, but that didn't work. How can I tell it to return only fields with text in it?

CCS Reports

keystone — Thu, 26 Jun 2008 12:35:08 GMT

Is there a way to pull a report on all our CCS files? We currently have 123 CCS files setup. Through out the year we do an audit on the fees in these files and compare them against three different systems. Is their a way that I can export a report from Point that will list all my files with their fees?

My current way to do it is such a pain and doesn't work well.

I change the name of my Prospoect folder to _Prospect to preserve my prospect files.

I then make a copy of my CCS folder and name the copy Prospect which I place in the PNTDATA folder

I refresh list and use a custom report which I created to pull the report.

The sheet that is generated is to big to export to a XLS sheet so I export to TXT and then break it up with tab deleimitations and import on to two different XLS sheets.

It works, but its a bad work around.

Any ideas?

Importing an RPT file

tf9069 — Fri, 24 Oct 2008 05:38:30 GMT

We have a marketing company that has provided an rpt file that we can use to generate a report with the necessary information for their marketing efforts. We use Point Data Server and Point 6.1a. I don't know how to get the rpt file imported so it will show up as an option in Point. Can you help? Thanks in advance.

PointReport.exe - Error

malatex — Thu, 31 Jul 2008 00:49:40 GMT

I have Point 6.0b Build 888.68 installed on a Terminal Server. When my users try to run reports they get the following error:

PointReport.exe - Common Language Runtime Debugging Service
Application has generated an exception that could not be handled
Process id=0x1954 (6484), Thread id=0x1da8 (7592)
Click OK to terminate the application.
Click CANCEL to debug the application.

I have my Winpoint.ini file configured like this in their home directory:
Application=H:\WINPOINT
Templates=C:\PNTTEMPL
User=H:\WINPOINT\user
work=H:\winpoint\work

If I change the Applicatoin line like this: Application=C:\WINPOINT the report will work just fine. This isn't a workable solution for me however because when my users pull credit they use different information (stored in the H:\WINPOINT\EMDBInterface folder).

When I try to open the file C:\WINPOINT\PointReport.exe it will open. But when I try to open it from my home directory H:\WINPOINT\PointReport.exe I get the same error as above.

It looks like the PointReport.exe will not run from any other location than its default folder. Anyone have any ideas?

Field 1247 Arm Index Type Code

jsimms — Mon, 14 Jul 2008 14:24:50 GMT

Hi - does anyone know where Field Code 1247 (the Arm Index Type Code) is generated from? I've looked through all of the screens and am coming up empty. I see a numerical field when I export the data, but don't know where it is coming from. Can anyone help?

Thanks in advance,

J

Pointreport.exe Causing Error Since 6.1A

todrescher — Wed, 02 Jul 2008 13:22:05 GMT

This is the event that appears in the application log. This has only happened since upgrading from 6.0 to 6.1A

Any ideas?

Event Type:Error
Event Source:.NET Runtime 2.0 Error Reporting
Event Category:None
Event ID:1000
Date:7/2/2008
Time:1:13:12 PM
User:N/A
Computer: (deleted)
Description:
Faulting application pointreport.exe, version 6.1.971.422, stamp 480e3d81, faulting module kernel32.dll, version 5.2.3790.4062, stamp 46264680, debug? 0, fault address 0x0000bee7.

For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp.
Data:
0000: 41 00 70 00 70 00 6c 00 A.p.p.l.
0008: 69 00 63 00 61 00 74 00 i.c.a.t.
0010: 69 00 6f 00 6e 00 20 00 i.o.n. .
0018: 46 00 61 00 69 00 6c 00 F.a.i.l.
0020: 75 00 72 00 65 00 20 00 u.r.e. .
0028: 20 00 70 00 6f 00 69 00 .p.o.i.
0030: 6e 00 74 00 72 00 65 00 n.t.r.e.
0038: 70 00 6f 00 72 00 74 00 p.o.r.t.
0040: 2e 00 65 00 78 00 65 00 ..e.x.e.
0048: 20 00 36 00 2e 00 31 00 .6...1.
0050: 2e 00 39 00 37 00 31 00 ..9.7.1.
0058: 2e 00 34 00 32 00 32 00 ..4.2.2.
0060: 20 00 34 00 38 00 30 00 .4.8.0.
0068: 65 00 33 00 64 00 38 00 e.3.d.8.
0070: 31 00 20 00 69 00 6e 00 1. .i.n.
0078: 20 00 6b 00 65 00 72 00 .k.e.r.
0080: 6e 00 65 00 6c 00 33 00 n.e.l.3.
0088: 32 00 2e 00 64 00 6c 00 2...d.l.
0090: 6c 00 20 00 35 00 2e 00 l. .5...
0098: 32 00 2e 00 33 00 37 00 2...3.7.
00a0: 39 00 30 00 2e 00 34 00 9.0...4.
00a8: 30 00 36 00 32 00 20 00 0.6.2. .
00b0: 34 00 36 00 32 00 36 00 4.6.2.6.
00b8: 34 00 36 00 38 00 30 00 4.6.8.0.
00c0: 20 00 66 00 44 00 65 00 .f.D.e.
00c8: 62 00 75 00 67 00 20 00 b.u.g. .
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00e8: 30 00 30 00 30 00 30 00 0.0.0.0.
00f0: 62 00 65 00 65 00 37 00 b.e.e.7.
00f8: 0d 00 0a 00 ....