Admin Tools: External Reporting Database

View the "Setting Up the External Reporting Database" document

Use the External Reporting Database tool to create a database of the loan fields used most often in your reports.

This tool is available with Encompass Banker Edition only. In order to use this tool, you must first open the Settings Manager and enable the External Reporting Database component. For more information, refer to the Setting Up the External Reporting Database document.

ClosedOpen the 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.

ClosedEdit the External Reporting Database

  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 dropdown list to select the co-mortgagor pair to include in the report

    • Select the Use index for this Field checkbox to create an index for that column in the database table.

      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 SystemAdministration, and then click RebuildPipeline.

    • Select one or more folders and click RebuildFolder(s).

    • To clear folder selections, click the Refresh icon.

ClosedRetrieving Data From the ERDB via SDK

Ecompass users who use the Encompass Software Developers Kit (SDK) to integrate their applications with Encompass can use the SDK’s Reports.OpenReportCursor() reporting method to retrieve data from the ERDB as follows:

OpenReportCursor(true,...)

When this method is set to false, data will be retrieved from the Encompass Database instead of the ERDB:

OpenReportCursor(false,...)

When the Enable External Reporting Database component is set to True in Encompass Admin Tools, the Reports.OpenReportCursor() method is automatically set to True as well.

Note: For more information about SDK reporting methods, refer to the SDK Programmer’s Guide