External Reporting Database

1. On your Windows task bar, click the Start menu or Start icon, navigate to the Ellie Mae Encompass program folder, and then click Admin Tools.
2. Double-click External Reporting Database.

• If you are prompted to log in to the server, type the User ID, Password, and Server that you use to log in to Encompass as the admin user.

1. To add fields to the reporting database, select one or more fields from the tabs in the Fields section, and then click Add.

Note: Most of the fields on the Team Members, Milestones, Documents, Conditions, and Post-Conditions tabs will have more than one instance associated with each loan file. For example, if you select the Document Title field, a window will open from which you will select the name of a specific document.

• To find fields on the Fields tab, type numbers or letters in the Find field. Encompass jumps to the first occurrence in the Field ID, Description, or Type columns. Click Find Next to move to subsequent occurrences.
• If you know the field ID of one or more fields, click the New icon , enter the IDs manually, and then click Add.

2. To remove a field, select a field in the Selected Fields section, and then click Remove.
3. To edit a field, select a field in the Selected Fields section, and then click the Edit icon.

• Change the field Description and Field Size as needed.
• Use the Borrower Pair drop-down list to select the co-mortgagor pair to include in the report
• Select the Use index for this Field check box to create an index for that column in the database table.

Note: For fields that you commonly use to filter reports, creating indexes for those fields can reduce report generation time. However, indexes also increase the size of the database and can increase the time required to save a loan file.

• Click OK.

4. When all selections and changes have been made, click Update to update your database.
5. Click Yes to confirm the update and then click Yes to confirm the Encompass Server is stopped.
6. When the database has been updated, click Yes to populate the database.
7. Click OK in response to the completion message.
8. To synchronize loan data with the new tables on the ERDB, you must rebuild the Pipeline: 

• On the Encompass menu bar, click Encompass, and then click Settings.
• On the left panel, click System Administration, and then click Rebuild Pipeline.
• Select one or more folders and click Rebuild Folder(s).
• To clear folder selections, click the Refresh icon.

Retrieving Data From the ERDB via SDK