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Del Mar Computer
Corp. is able to create extensive reports with data from Encompass
Contacts, Business Contacts and Loan Files.
- The built in
Encompass report generator is limited in its functionality. With Crystal
Reports we can create most any type of report that you may require.
- Crystal Reports is a powerful, dynamic, actionable
reporting solution that helps you design, explore and visualize your
Encompass Data.

Crystal reports give us the ability to create advanced reports with the
following features:
1) Hierarchical grouping and Sorting
2) Charts and Graphs
3) Use predefined or
user defined search criteria.
As an example when the
user refreshes the report, they have the option to use the saved existing
parameter (i.e. closed date is between 6/1/04 and 6/31/04) or they can set the
new start and ending dates using a built in calendar.
Date ranges can have 1 or
more fields tied to them (i.e. Originated and Closed Dates between 6/1/04 and
6/31/04).
We can also create more
than one parameter (i.e. Closed Date Range and Loan Amount Range).
4) Parameters can be
added to exclude data that you do not want to show on the report.
5) Calculations
-
Add subtotals to create a
grand total (i.e. Subtotal of Loan Amounts in several states = grand totals for each
region).
- Add or subtract
days between dates and use the number of days in another formula (i.e. If Days in
Process are greater than 30 then include this loan to the report).
- Create sums, count,
percentages, averages, weighted averages, to name a few.
- Calculations can be
used to add data to a report or in the selection criteria to add or remove loans from a
report.
- And much more...
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