FAQ: Advanced Reports

To access Advanced Reports in Collateral360, follow these steps:

Click on Reports in the upper navigation bar.

Select Advanced Reports from the drop-down menu.

The Advanced Reports page will open, where you can create, manage, and run reports​.

1. Click the plus/add icon in the upper left-hand corner of the Advanced Reports page.

2. Alternatively, click Create a New Report on the home page to open the ExpressView report designer.

3. Choose a report type:

• ExpressView: Quick drag-and-drop reports.

• Advanced Report: Customizable reports with charts and visualizations.

• Dashboard: Interactive dashboards.

• CrossTab Report: Pivot tables for summarizing data.

• Chained Report: Combines multiple reports​.

To track Vendor additions and removals, follow these steps:

1. Create a New Report

   • Click the plus/add icon or Create a New Report to open ExpressView or Advanced Report.

2. Select the Data Fields. Expand the Vendor category to include relevant fields such as:

   • Vendor Name

   • Date Added

   • Date Removed

   • Assigned Panel

   • Status (Active/Inactive)

3. Apply Filters

   • Click on Filters to define conditions:

     • To track new vendors, filter by Date Added within a specific timeframe.

     • To track removed vendors, filter by Date Removed.

4. Sort & Organize

   • Use the Sort by Column feature to arrange data by Date Added or Date Removed for chronological tracking.

5. Save & Export

   • Click Save Report Info, enter a report name, and choose a folder (Shared for company-wide access or My Reports for personal use).

   • Export the report in Excel, PDF, CSV, or RTF format if needed.​

Yes, you can schedule reports to run at specific times and send results via email:

1. Open the Report Scheduling Tool

   • Click the clock icon in the menu.

   • Select Schedule Report.

2. Set Recurrence & Filters

   • Define a schedule name and (optional) password.

   • Choose an export file type (Excel, PDF, CSV).

   • Set a recurrence schedule (daily, weekly, or custom).

   • Apply filters for Vendor Additions/Removals.

3. Set Recipients (if enabled)

   • Add email addresses for automated report delivery or save reports in the Scheduled Report Warehouse​.