Report Definitions

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This opening paragraph should describe the feature that you are documenting. Explain how it is commonly used and what the benefits are.

Report Name	Description	Typical User Role
Ad Hoc	Create custom reports and dashboards Can be organized using folders Scheduling capability Shareable	Content Administrator (CA)
All Current Assignment	Category organization by task status Data presentation corresponds to RIMS My Assignments Click on any category to display a detail listing of each task for that category	Job Manager (JM), CA
All Current Jobs	Corresponds to the My Jobs Report available to Account Officers (AO)	JM, CA
AO RFP and Bid Count	Indicates the number of: Request for Proposal (RFP) recipients Bids received Bids sent to an AO for authorization Also indicates the awarded vendor on active projects based either on the login or logout date range	JM, CA
Appraisal Vendor Performance	Provides a report based on a particular appraisal scorecard that evaluates: A vendor's pre-delivery issues Required revisions Required changes in value Reviewer modifications Other significant changes from the initial to final report Offered in internal and external versions - external contains limited information that is shareable with the vendor participating in the vendor evaluation process	JM, CA
Appraiser Activity/Rating Summary	An appraisal vendor report based on review tasks Features a complete date range providing totals for average turn days, average rating, count, and average fee Column details include: Project number Appraisal firm Property location Loan amount Appraised value Major and sub property types Vendor status Party report Disposition Reviewer Overall rating Date ordered Date received Review complete date Days late Fee	JM, CA
Appraiser Expiry	Provides appraiser certification and insurance information Requires synchronization between the customer's site and the vendor in RIMSCentral	JM, CA
Bid Status	Provides for a quick view of all in-process RFPs including bid details Functionality corresponds to individual project RFP Manager/View bids displays Accessed from either the RIMS All Current Assignments or Assignments drop-down menu	JM
Bid Summary	Provides bid data using the RFP Sent Date range Use to analyze vendors who have previously submitted job bids Enables usage of Logi analytic tools for further analysis	JM, CA
Certification	Provides managers with information on appraisal vendor certifications Can be run with or without a specific expiration date range check Certification based on a relationship between the customer's RIMS site and the vendor in RIMSCentral; or manually tracked information on the customer's RIMS site NOTE: Certification information manually tracked on the customer's RIMS site is not synchronized with RIMSCentral	JM, CA
Completed Service Summary	Corresponds to the Services Summary Report with the exception that only completed jobs are searched Used to view completed work assignments on behalf of a specific Lending Group or AO	AO, JM, CA
Export Users	Export user type information to Excel Required user profile information is selected during report generation	CA
Fee Summary (New)	Provides management with job level fee information for vendors and associated activities Can be used to track fees that are either recovered from the borrower, waived by the lending division, or are unrecovered	CA
Hold Summary	Provides the details of On Hold and Off Hold events based on the task complete date range	JM, CA
Insufficient Data	Provides the details of Insufficient Data events	JM, CA
Insurance	Provides managers with vendor insurance information Can be run with or without a specific expiration date range check The provided insurance information is based on the relationship between the customer's RIMS site and the vendor in RIMSCentral; or insurance information manually tracked on the customer's RIMS site NOTE: Insurance information manually tracked on the customer's RIMS site is not synchronized with RIMSCentral	JM, CA
Invoice Detail	This report includes payment related information such as: Invoice Number Invoice Date Payment Date Amount and Payment Comment Additional data columns can be included related to the project and external and internal tasks	CA
Job Manager Performance	Shows hours, average turn days, and amount billed by project number task code	JM, CA
My Assignment	Clicking any category will display a detail listing of each TASK in that category	CA
My Jobs Report (AO Version)	Shows the complete list of an AO's jobs	AO
My Jobs Report (JM Version)	Shows the complete list of a JM's jobs	JM
Notification Log	Shows the list of notification log events	JM, CA
Review Fee	Compiles fees for external and internal tasks Optional addition of Vendor Handling Fee	JM, CA
Service Summary	Displays an assignment chronology (for both in progress and completed jobs) when Include Completed Jobs is selected Can be used to view in process or completed work assignments on behalf of a project Lending Group or AO	AO, JM, CA
Vendor Handling Fee	Used to calculate the monthly RIMS fee for each job or task Can be used to track fees waived by Lending Group, collected from the borrower, or that are uncollected	JM, CA
Vendor Performance Summary	Used by management to report the average vendor score by major property types Includes the overall average score for all property types	JM, CA
Vendor Scorecard	Provides external and internal task details for a job including: Job Manager Task code Task status Start date Due date Complete date Task variance Disposition Lending group AO Borrower Property address Vendor Vendor firm Vendor score The report is based on login or logout date range	JM, CA
Vendor Service Area	Provides information from the vendor service area setup. Includes: Vendor name Nation Region State State area County Job types Special programs Loan maximum Loan minimum Vendor groups	CA
Vendor Service Summary	Provides vendor information including: Name Company Location Score (if applicable) Can include additional external and internal task data	CA

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