There is very little benefit in a database unless you can extract the data you require to make management decisions, meet external reporting requirements and have the flexibility to create ad-hoc reports to meet ever-changing reporting needs. We have kept this in mind with the development of TEA 10 which now includes a significantly improved Report Management module. All reporting can be achieved from one area! Within the Report Manager, you have a report description, report statistics, preview capacity, expanded grouping and filtering options and much more.
TEA provides a comprehensive core report repository with all critical reports for managing your portfolio including portfolio analysis, delinquency, invoicing, cash flow management, transaction activity, loan loss reserve, accounting and transaction, activity management and virtually all key reports you would expect in a robust loan management system.
Custom Report Builder
It is always difficult to anticipate all of your reporting requirements therefore TEA incorporates a powerful custom report builder. This allows users to build their own reports with access to all of the fields in the system. Users are also able to clone any core reports in the software and use them as a starting point to create their own modified versions.
Similar to the Custom Report Builder, TEA incorporates a Query Builder that allows users to extract key data points which populates to a reporting matrix (similar to a spreadsheet). Users can add multiple filters, grouping, sorting as well as develop sophisticated queries to hone in specifically on data for portfolio management, board reporting, management reporting and more.