Custom Reporting Example
Custom Reporting Example
American United Federal Credit Union
By Matthew Tingey
Example of a Report Process with selectable criteria.
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Example of a Report Process with selectable criteria.
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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
Categories
Operations
Industries
Financial Services
Platforms
Template Content
Forms3
Custom Reporting Example
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.
Categories
Operations
Industries
Financial Services
Platforms
Template Content
Forms3
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