Reporting

An overview of DigiFi's LOS Reporting page.

Overview

DigiFi's platform provides built-in reporting functionality that makes it easy to understand volumes and growth over time.

The reports focus on Number of Application and Dollars of Applications, and can be toggled across a flexible set of dimensions:

  • Choose between Daily and Monthly views (Daily provides a line chart; Monthly provides a bar chart).
  • Choose your preferred time period (All Time, This Year, This Month, Last 7 Days, Last 30 Days, Last 12 Months).
  • Apply Filters to limit the displayed data (based on Application Status, Labels, Intermediary, Team Member and Product Type).

Data is displayed in both chart and table format, with a brief summary on the right side of the page. You can download the data into CSV format to use within Excel or other analytical programs.