As a Branch Manager, I want to see how each of my Loan Officers are doing individually on a monthly basis
- I want to run a report (LO Detailed) at the end of each month, and view details on each of my Loan Officers and how they're doing
As a Loan Officer, I need to show Client A what their statement consists of for the last month
- I want to find Client A easily, and run a report for the last month showing what they have due
As a Manager at the HO, I am responsible for improving progress at my MFI. I want to run a report to compare the last 2 months performance over my organization.
- I want to run a report that shows improvements or decreases in metrics over the last couple months at my MFI