Global Reports Definitions

Dashboards

Activity Dashboard – Example of a 2-column layout with YTD activity metrics.

• Table - YTD Task Completions by Task Code, Disposition Type and Job Manager
• Table - YTD New Jobs by Job Type and Property Type
• YTD Fees by Property Type
• YTD New Jobs by Lending Group
• YTD New Jobs by Property Type
• YTD New Jobs by Property Type with Details
• YTD Task Completions

Operational Metrics – Various summaries of staff performance and efficiency metrics.

Task Completions / New Jobs – A dashboard view with Task completion and new Job detail.

Vendor Activity – Summary of vendor award and scorecard activity (YTD).

Data Folder

Primary data extraction reports with Export to CSV only (opens in Excel).

• DSR with Appraisal Summary Data folder – Similar to the Data Summary Report – broad data slice – these versions DO include Appraisal Summary data, and may contain multiple records per Task if there are multiple value scenarios.
• DSR without values folder – Similar to the Data Summary Report – broad data slice, these versions do NOT include Appraisal Summary data.
• Appraisal Conclusions by Property Type and Task Complete Date – Task complete date range and Property Type (major) selection.
• User Details – Grouped by User Type with drill-down for detail.

File Attachments

• Job Attachment Report – File Upload Date – Job Attachments Summary report – filter by date of file upload.
• Job Attachment Report – Job Logout Date – Job Attachments Summary report – filter by Job Logout date.

Operations 

Sample reports that pull operational data.

• Completed Tasks Report
• Invoices Processed Through Batch Invoice
• Invoices Processed Through Batch Invoice with Apparent Underpayment
• Summary of Assignments Completed by External Job Manager (Vendor Job Manager)
• Past Due – Internal Reviews/Tasks
• Past Due – Vendor Reports
• Summary of Pending Orders by Job Manager
• Summary of Pending Reviews by Job Manager
• Reports Received - File Uploads for tasks complete during a specified date range
• Active Tasks Ordered by Due # Days – Excludes Tasks with Status of Cancelled, Completed, Unpaid

Send Docs / Reg B Folder

Report samples for documents delivery using RIMS’ Send Docs or Reg B features.

Staff 

Sample reports with a focus on staff activities or performance.

• Internal Task Turn Times - Gross and Net # of Days in Business Days
• Past Due – Internal Review/Tasks
• Past Due – Vendor Reports

Vendors

Sample reports with a focus on vendor actions, participation, scores, etc.

• Summary of Vendor Participation in RFP, Bids and Awards
• Vendors with No Recent Awards
• Vendor Scorecard Reports