AllRegs Report Builder

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Compare what’s needed to do business in all states where you are licensed and more.


Save Time and Money

Report Builder is an online tool accessed through the AllRegs State Compliance Package

Save your company time and money by allowing users to compare key state compliance information across the multiple states where you do business

Easily export the search results to Microsoft Word, HTML or, as a multi-state matrix, to Microsoft Excel


Who Needs Report Builder?Originators: Compare what is needed to do business in all states where you are licensed — the requirements for licenses, education and feesServicers: Compare the specific requirements for each state you do business in regards to escrow accounts, statements, payoffs and lien releasesClosers and Post-Closers: Compare information on correct property documentation and signatory requirements to ensure a perfected lien in all states where you are licensedCompliance Officers: With more than 100 different state compliance topics, you can quickly compare compliance information across multiple states


Let’s take a look at how

Report Builder works….


Report Builder can be accessed from the Report Builder can be accessed from the Compliance tab in the AllRegs Information Compliance tab in the AllRegs Information Service known as AllRegs Online.Service known as AllRegs Online.


Select the “State Compliance” tab, and Select the “State Compliance” tab, and then click on the “Report Builder” button.then click on the “Report Builder” button.


From this screen you are From this screen you are able to create a new report, able to create a new report, or run existing reports that or run existing reports that have been saved as have been saved as “Favorites”.“Favorites”.

Let’s create a new report….Let’s create a new report….User Tip:User Tip:Reports that have been saved Reports that have been saved as “Favorites” will return as “Favorites” will return results based on the most results based on the most current information in AllRegs.current information in AllRegs.


Starting with Step 1, select the Starting with Step 1, select the States you wish to research.States you wish to research.

Here we have chosen Arizona, Here we have chosen Arizona, California and Colorado.California and Colorado.


In Step 2, Select the Topic In Step 2, Select the Topic of your report. of your report.

Click on the “+” sign before Click on the “+” sign before each high-level category to each high-level category to expand the field and reveal expand the field and reveal sub-topics.sub-topics.

User Tip:User Tip:Choose sub-topics from multiple Choose sub-topics from multiple categories for a truly custom report.categories for a truly custom report.


In Step 3, select the layout In Step 3, select the layout for your report. for your report.

State/Topic layout returns State/Topic layout returns reports ordered by state.reports ordered by state.

Topic/State Layout returns Topic/State Layout returns reports ordered by topic.reports ordered by topic.


Current report selections Current report selections are displayed in this frame.are displayed in this frame.

Now it’s time to Now it’s time to “Generate Report”.“Generate Report”.


““Report Functions” are now Report Functions” are now presented in the left frame as presented in the left frame as links, directly into the relevant links, directly into the relevant content in AllRegs.content in AllRegs.

The “Cover Page” is displayed The “Cover Page” is displayed in this frame.in this frame.

The report can now be The report can now be exported to MS Word, MS exported to MS Word, MS Excel, or a web page, or added Excel, or a web page, or added to a saved list of Favorites.to a saved list of Favorites.

Let’s export the report.Let’s export the report.


Choose a format and click Choose a format and click on the “Export” button.on the “Export” button.

The “File Download” window The “File Download” window appears, to prompt “Open”, appears, to prompt “Open”, “Save” or “Cancel”.“Save” or “Cancel”.

Let’s open the file.Let’s open the file.


The Report now appears in MS The Report now appears in MS Excel, where it can be edited, Excel, where it can be edited, annotated, saved to your annotated, saved to your computer or e-mailed to others.computer or e-mailed to others.

When hyperlinks appear in the When hyperlinks appear in the report, click on them to be taken report, click on them to be taken directly to the relevant content in directly to the relevant content in AllRegs Online.AllRegs Online.


Benefits of Report Builder

A flexible tool that easily allows the end user to access a wide range of information in a short period of time

Dynamically generated reports allow end users to compare information across states and export it into document formats that suit their needs

Multi-state compliance matrices exported to MS Excel or Word for further annotation or manipulations

Fresh results when you save the report criteria to be re-run at a later time with updated information


More Benefits of Report Builder

Hyperlinks back into AllRegs Analysis and Commentary provide even greater in-depth discussion of the topics

Condensed analysis on a broad-range of compliance topics offers a quick-read of the information you want

Ability to research multiple states at one time is a huge time saver for compliance individuals

Excellent AllRegs Customer Service and Support to assist with questions

Immediate access, no maintenance


Subscription Details

Subscriptions are based on site-wide licensing; all users at one company site have access to the products

Discounts for multiple state or multiple site subscriptions are available

Must have State Compliance package to subscribe to Report Builder; the tool is available for all states you currently are subscribed to – add-on states are available

For further details or to order now, call our Sales Department at (800) 848-4904 or visit www.allregs.com

http://www.allregs.com/

AllRegs Report Builder

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