Custom Bank Role Report

Custom Bank Role Report will organize your custom report by Lender per tranche that they are involved in.

The first five (5) columns in the report are static in order and include Lender Name, Primary Role, Additional Roles, Lender Commitment (m) and Lender Share(%).

Custom Bank Role Report allows the user to select up to 35 Fields for inclusion in their report.

Simply click the “GEAR” wheel located next to the search results total (under the word “Custom Bank Role Report”).  When clicked, a pop-up window will appear that resembles the window seen when clicking the “More Fields” box.  This will allow you to select what fields you want to include in the report.  When fields are selected, they appear on the right side of the window.

Users can click and drag a field to order the list of fields for the report in this window.