Custom Reporting Example
American United Federal Credit Union By Matthew Tingey
Example of a Report Process with selectable criteria.
Free
Example of a Report Process with selectable criteria.
Description
The purpose of this process is to demonstrate how to create a custom reporting process in Laserfiche Forms. This does not utilize the built-in reporting functionality of Laserfiche Forms, but rather creates a process for the report. This allows different flexibility of the reporting process.
The user viewing the report process can select various search criteria and get different results back
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American United Federal Credit Union
American United Federal Credit Union (AUFCU) is a wholly member-owned and non-profit cooperative financial institution, dedicated to serving the financial needs of its members. AUFCU has deployed hundreds of workflows and electronic forms. Matthew Tingey has been with AUFCU for 19+ years, and has extensive experience in all parts of the organization and specialized in developing automation processes using Laserfiche. He received the Laserfiche Financial Services Impact Award in 2022.
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Industries
Platforms
Template Content
Forms3
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