Knowledge Base

Report Explorer is a powerful tool designed to give administrators full visibility into Encompass® reports. It identifies which fields are actively used in reports, which fields exist in the reporting database (RDB), and which may be missing or outdated. Additionally, it allows users to search for reports by field and provides recommendations for adding or removing fields to optimize performance.

This tool is ideal for tasks such as cleaning up reports, troubleshooting slow load times, or gaining a deeper understanding of how data is utilized within the system.

Benefits

• Improved Performance: Identifies unused fields and suggests optimizations to reduce system load.
  
• Enhanced Accuracy: Highlights missing or invalid fields to ensure reports reflect accurate data.
  
• Time Savings: Provides quick search capabilities for locating reports by field, reducing manual effort.
  
• Data Transparency: Offers clear visibility into field usage across reports and the RDB.
  
• Simplified Maintenance: Helps administrators maintain a clean and efficient reporting environment.
  

Activation

To turn this tool on:

1. Log in to Encompass® as a Super Admin.

2. Open LTK PowerTools™ from the Encompass® menu. Confirm the license includes the Expert, Optimized or Enterprise Tier.

3. Click Settings > PowerTools™ Expert tab.

4. Turn on Report Explorer by clicking On.

Important: After activation of the Tool, be sure to wait for the prompt stating that the download is complete prior to continuing.

5. Ensure a license number populated and restart Encompass®.

Accessing Report Explorer

Report Explorer can be opened in two ways:

• Click the Report Explorer button in the PowerTools™ Dashboard (a loan must be open).
  

• Open a loan and go to the Admin – Report Explorer form in the Forms section.
  
  
  

Once the form opens, click the Report Explorer button to launch the tool.

Understanding the Report Explorer Window

Field Summary (Top-Left)

• In the reporting database (RDB)
  
• Used in Encompass® reports
  
• Found in both
  
• Invalid Fields
  

• Fields in the RDB
  
• Fields not in the RDB
  
• Invalid fields (no longer exist)
  
• Other fields (e.g., custom Excel-calculated fields)
  
  Tip: Double-click any report to view detailed columns and filters.
  

Find Reports by Field

Click Find Reports (top-right) to search for reports containing specific fields. Enter the field ID(s), and the tool will return all matching reports.

Optimize Reports with the Action Plan

Click Action Plan to open a window that assists with database cleanup:

• Top Section: Fields used in reports but not in the RDB (consider adding for better performance).
  
• Bottom Section: Fields in the RDB not used in any reports (may be safe to remove).
  
  Notes: Verify fields are not used in pipeline views before removal.  Also, prior to removing a field from the reporting database, be sure to confirm that the field is not marked as auditable.
  

Installed Components

• Custom Form: Admin – Report Explorer
  
• Codebase Assemblies: ReportExplorerCodeBase.dll
  
• Custom Data Objects: None
  
• Plugins: None
  

Custom Fields Created: