Dynamic Reporting Module



Your Data, the Way You Want It

Our Dynamic Reporting feature empowers users to build, save, and share custom reports within AccuAccount. Mix and match the records and fields you care about most, such as customers, loans, applications, deposits, trusts, exceptions, users, tasks, dates, and other important records. Drag and drop fields to quickly group and organize your report information. Sorting, filtering, and exporting to a Microsoft Excel workbook is also a breeze.

  • Build custom reports
  • Let others build, too
  • No help from IT
  • Unlimited reports
  • Unlimited users
  • Prebuilt templates

Download the Dynamic Reporting Brochure


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15,000+ Bankers
Use Our Software

Drag and drop report fields to customize the data reports that matter most to you. Exception reports, customer reports, and application status reports help your bank or credit union reduce risk, increase compliance, and accelerate loan approvals.


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Get to Know Dynamic Reporting

Interested in building, customizing, and sharing reports in AccuAccount? Watch this recap video from our recent webinar about Dynamic Reporting. Want to watch the entire webinar from start to finish?

Build and share reports

Easily Build, Save, & Share Reports

Need to build an exception report for specific loan officers? With our Dynamic Reporting feature, you can quickly build almost any report imaginable – and then share it with your colleagues. Dynamic Reporting makes it easy for anyone at your bank or credit union to build reports in AccuAccount. AccuAccount is home to your institution's most important customer data. Now, thanks to Dynamic Reporting, you can unlock the full potential of your data. Not sure what reports to build? With the Dynamic Reporting module, you’ll enjoy 30+ prebuilt reports as part of your purchase. No help from IT or per-seat licensing is required.

See Our Software in Action

Watch an on-demand demo of AccuAccount, our core-integrated document management system. Learn how to streamline imaging, simplify exception tracking, and accelerate audit and exam prep. See why 15,000+ bankers use AccuAccount.


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