Detailed reports and dashboards.
Analytics & Reporting from Abrigo is an add-on to the Sageworks solutions and allows banks and credit unions to produce ad hoc reports using any data field within the Sageworks database. Custom reports, including disclosures or backtesting reports, can be generated in HTML, Excel, CSV, RTF, and PDF. The product also allows users to create dashboards – visual representations of the portfolio – to distill information by role in the institution.
Advantages
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Increase portfolio insight with reports on concentrations, watch lists, workflows, and profitability
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Use if/then queries and formulas to create the data-set
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Build reports through drag & drop functionality
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Make more informed strategic decisions
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Automated scheduling and generation of reports, delivered securely to your inbox
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Access customizable templates that can be used for many reports and duplicate saved ones
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Satisfy ALLL disclosure requirements
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Prepare summaries for auditors and examiners
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Export into any file format, such as Excel, PDF, HTML, CSV, or RTF
Example Dashboards and Reports
- Lending Pipeline by Stage or Loan Officers
- Loan Exposure Report
- Profitability Targets & Performance
- Total Exposure
- Portfolio Concentration
- Exceptions
- Aging Analysis of Loans
- Credit Quality
- ALLL Roll Forward Schedule
- Credit Risk Profile
- Reserve for Unfunded Commitments
- Impaired Loans
- TDR Pre and Post Modification Report
- TDR Redefault Report
- Reserves and Balances by Loan Class
- Peer Analysis
DAVID KRAMB, EVP, GLASS CITY FEDERAL CREDIT UNION
