The author assumes you are familiar with basic terminology used in TrueStandings HomeEquity. The following is a primer on the basic report objects used to create and display output.
Report Object
Refers to any “object” used to create a report or a collection of reports. The objects consist of report definitions, report filters, report templates, report definition and report documents.
Report Definition
Represents a complete report that can be executed and produce an output dataset. This collection of objects defines the parameters for records to be included in the output and the data elements of those records to be included in the output. The definition consists of the following objects:
· Report Template – set of attributes and metrics to be included in the output dataset
· Report Filter – set of conditions to be applied to the source data to build the output dataset
Report Template
Defines the attributes and metrics to be included in the output and those to be presented in the initial view of the report. Templates can be saved as part of a report definition or as a standalone template “object”. This When defined a standalone “object”, you must pair this with a standalone Report Filter to create an output dataset.
Report Filter
Defines the set of conditions applied to the source database to create the output dataset. Filters can be saved as part of a report definition or as a standalone filter “object”. This When defined a standalone “object”, you must pair this with a standalone Report Template to create an output dataset.
Output Dataset
The set of records that meet the conditions defined in the Report Filter. The dataset will contain the attributes and metrics defined in the Report Template.
Document
A collection of reports presented as one combined report. A document combines multiple reports into one analysis.
View Filter
A set of conditions applied to the output dataset to “view” only those records you wish to see. The output dataset will still contain all records but only “show” those records that meet the view filter conditions.
Attribute
A characteristic of an individual loan record. Used within filter conditions as well as used to report and to aggregate metrics. Atrributes are used to define filter conditions applied to the source data and, when viewing output, to categorize and aggregate metrics for analysis.
Metric
A point in time measurement used for analysis.
Page By
A set of attributes to allow you separate the “view” of the output into pages based on the values of the attributes
Prompt
A set of predefined parameters that may be added to a report. There are five types of prompts as follows:
· Attribute Hierarchy prompt - provides a prompt to select values from a hierarchy of attributes. You may select individual values from any level of the hierarchy (e.g., a hierarchy prompt may be defined for the Geographic hierarchy; you may select individual states, drill from states to individual CBSA areas or drill on CBSA to select individual zip codes).
· Attribute Element (Value) prompt - provides a prompt to select the values for a specific attribute. You may allow the element prompt to include all elements of the attribute (e.g., all CBSA codes) or a limited list of elements of the attribute (e.g., only those CBSA codes you specify to be included).
· Metric Value prompt - provides a prompt to specify a cutoff point for loans based on the value of a metric (e.g., you may define a prompt to specify a value limit for loans to be included on a report based on their Balance; you specify the value and then include an operator to indicate greater than, less than, etc).