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CommonGoals Software
intuitive...insightful...innovative
software solutions
  • Home
  • TEA (The Exceptional Assistant)
    • Core Modules
      • Client Module
      • Loan Module
      • Project Module
      • Reporting Module
    • Add-On Modules
    • FAQ
    • Product Demos
  • SERVICES
  • TRAINING
    • Training Options
    • Training Schedules
  • SUPPORT
    • Support Options
    • Open a Support Ticket
    • TEA Knowledge Base
  • ABOUT US
    • Our Company
    • Our Customers
    • Events
    • Investors
    • Careers at CGS
    • Our Policies
  • CONTACT US

Reporting

Home TEA Reporting

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.

Core Reports

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.

Query Builder

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.

Discover TEA

  • TEA Overview
    • Client Module
    • Project Module
    • Loan Module
    • Reporting
  • Add-On Modules
    • Online Client & Staff Portal
    • Online Application Portal

What our customers are saying

  • We have dealt with CommonGoals Software for 15 years. They have provided TEA software for the CBDC Network. Both the software and their support services have been excellent and allowed our network to streamline processes, reporting to stakeholders and centralize all client services in one efficient database. Additionally, CGS has provided custom development services creating an integrated website for all stakeholder reporting required for the program.

    Brian LeBlanc
    Atlantic Association of CBDCs
  • TEA has been the backbone of our organization for client services and lending activity for a decade. It creates efficiency for the majority of the processes we require and has provided all the required management and funder reports for our operations.

    Mike Wilcocks
    Tecumseh Development Corporation
  • TEA greatly streamlines many processes for our team, especially for those who are working remotely. In addition, the TEA Support Team has provided us with extraordinary support and is always a pleasure to deal with.

    Clint Gwin
    President, Pathway Lending (CDFI)
  • TEA has been extremely helpful in producing our reporting requirements to our funders.  It greatly saves us time and the reports are customizable to provide exactly what we need.

    John Mercola
    Business Development Corporation
  • I have been a strong supporter of TEA within the CF family of organizations. I find it is a very useful tool and the CGS team is always very helpful and quick to resolve issues as they may arise. TEA has streamlined our organization’s data management immensely in the past 5 years and I see CGS as our partner in data management solutions; developing resources that create efficiencies.

    Vickie Newmeyer
    GM, Community Futures Meridian Region

Contact Info

  • CommonGoals Software
  • 193 Water St. West, Suite 301 Prescott, ON Canada K0E 1T0
  • 800-354-5152
  • sales@commongoals.com

Company Info

CommonGoals Software is a software development company that develops and sells custom software solutions and related services to community-focused, government and non-traditional lending agencies across North America.

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