This dashboard will show all workflow steps in process that are assigned to you (waiting for you to do something on) and makes it easy to find them. 

1. Go to Workflow > View All Workflows.
   
2. Click New Report.
   
3. In the Filters, set as follows:
   1. Workflow Status: Open
   2. Step Status: Select both Pending and Outstanding
   3. Step Assignee:  Select your name
      1. Note: if a lending assistant and you want to see what the loan officer has assigned, could select yourself and the loan officer.
   4. Click Run Report – this will display a graph and data table based on your selection.
      
4. Click on Select Fields to Display.
   1. Choose which fields you'd like to see by clicking on them so they move into the Selected Fields box on the right.
   2. Fields you don't want to include, if they are in the Selected Fields box, click on them and they will move over to the Available fields box and not by in your view.
      
5. Click Save and Close.
6. Click Run Report and if you like what you see, click Save.
7. Name your report My To-Do List.
   
8. Mark as Private so only you can see the dashboard.
9. Click Save and Close.
10. Go to Relationship Summary > Dashboard.
    
11. Click on Add a Widget in the upper right corner.
    
12. In the pop-up, select My To-Do List in the drop-down and show as data table.
    1. If you prefer graphs, select Chart.
       
13. Click Save.

By setting up this dashboard, you will be able to see all of the workflows in process that you are managing.  So, as loan officer or lending assistant, you can see who has your loan, where it is, and what is happening to it as it moves along the process. 

1. Go to Workflow > View All Workflows.
   
2. Click New Report.
3. In the Filters, set as follows:
   1. Workflow Status: Open
   2. Loan-Level Officer drop-down: Select your name
      
4. Click on Select Fields to Display.
   1. Choose which fields you'd like to see by clicking on them so they move into the Selected Fields box on the right.
   2. Fields you don't want to include, if they are in the Selected Fields box, click on them and they will move over to the Available fields box and not by in your view.
      
5. Click Run Report and if you like what you see, click Save.
6. Name your report My Workflows.
7. Mark as Private so only you see it.
8. Click Save and Close.
9. Go to Relationship Summary > Dashboard.
   
10. Click on Add a Widget in the upper right corner.
    
11. In the pop-up, select My Workflows in the drop-down and show as data table.
    1. If you prefer graphs, select Chart.
12. Click Save.

This dashboard will provide a listing of all of your loan pipeline opportunities listed in Abrigo.  This is good to have as the management team views them as well and it will make it easy for you to update as needed.   

1. Go to Reporting > List Views.
   
2. In the Choose Category pop-up, choose Opportunities.
   
3. Click New Report.
4. In the Filters, set as follows:
   1. Stage: select Prospect, Application, and Workflow.
      1. This displays current open opportunities
   2. Assigned: Select your name in the drop-down.
      
5. Click on Select Fields to Display.
   1. Choose which fields you'd like to see by clicking on them so they move into the Selected Fields box on the right.
6. Click Save and Close.
7. Click Run Report.
8. If you like what you see, click Save As:.
9. Name your report My Workflows.
10. Mark as Private so only you see it.
11. Click Save and Close.
12. Go to Relationship Summary > Dashboard.
    
13. Click on Add a Widget in the upper right corner.
    
14. In the pop-up, select My Opportunities in the drop-down and show as data table.
    1. If you prefer graphs, select Chart.
15. Click Save.

Hopefully this one will be a very short list!  By setting up this dashboard, you will see a list of delinquent clients in your portfolio as of every morning (i.e., updated daily). 

1. Go to Reporting > List Views.
   
2. In the Choose Category pop-up, choose Opportunities.
   
3. Click New Report.
4. In the Filters, set as follows:
   1. Loan Officer: select your name
   2. Days Currently Past Due: 30
      1. This will pick up past due and non-accrual clients as non-accrual clients are normally beyond 30 days past due.
         ii. See step 15 below if you want separate reports for past due and non-accrual.
         
5. Click on Select Fields to Display.
   1. Choose which fields you'd like to see by clicking on them so they move into the Selected Fields box on the right.
6. Click Run Report.
7. If you like what you see, click Save As:.
8. Name your report My Past Due Clients.
9. Mark as Private so only you see it.
10. Click Save and Close.
    
11. Go to Relationship Summary > Dashboard.
    
12. Click on Add a Widget in the upper right corner.
    
13. In the pop-up, select My Opportunities in the drop-down and show as data table.
    1. If you prefer graphs, select Chart.
14. Click Save.
15. If you want 2 separate dashboards for 1. Past due clients and 2. Non-accrual clients, follow the steps above with the following changes:
    1. In your past due report, set Non-Accrual to NO.
       1. This gives you past due loans only.
          
    2. Follow steps above beginning with Step 5.
    3. Save a copy of your past due report and name it Non-accruals.
    4. In your filters, delete the days past due and set non-accrual to Yes.
       
    5. Follow steps above beginning with Step 5.