Take control of your organization’s data.
Allow anyone in your organization to easily and securely query live data and run reports, enabling your organization to make data driven decisions from anywhere.
Explore your data
SavviRPX is designed to assist non-experts, managers, and power users in accessing SQL servers promptly and without the hassle of navigating complex code. It offers interactive query building, allowing for easy extraction and visualization of relationships concealed in large databases.
We firmly believe that understanding your business information does not require a background in data science. Additionally, you should not have to rely on your IT department to answer your business inquiries.
• Report on multiple TMO databases
• Schedule reports
• Share files from OneDrive/ Google Drive
• Filter data down to specific loans or investors based on user role
Custom Reporting
We create personalized, tailored reports that provide specific insights or data based on your organization's unique needs. Our custom reports are designed to focus on the exact metrics, parameters, and criteria that are important you.
- Tailored To Your Organizations Needs.
- Custom reports allow you and your users to choose the exact data they need, including specific time periods, geographic regions, categories, customer segments and more.
- Data Filtering.
- Users can filter the data to include or exclude certain parameters like dates, departments, teams or individuals, excluding irrelevant information allows you and your users to focus on specific performance metrics.
- Advanced Calculations and Metrics.
- Many of the custom reports our clients request include complex formulas and calculations based on their business rules. Custom KPIs, conversion rates, and trend/predictive analytics are all calculated from data provided by The Mortgage Office.
Everything you need to drive your data.
The ability to filter your report on any type of search, simple or complex.
Select fields to include on your report that are organized in a user-friendly way.
The ability to additionally export your results to a PDF, Excel Spreadsheet, CSV, or JSON file.
The ability to share your report with other users or groups within your organization.
Schedule reports to run at an interval of your choosing and have them emailed to you in your desired format.
Stay Up To Date
Report Scheduling
Automate your reports at specific intervals to stay up to date on your organizations needs.
- Intervals.
- Schedule your report monthly or by a day of the week at a time of your choosing.
- Access.
- Schedule any report you have access to whether it's one you created or one that has been shared with you.
- Right to your inbox.
- Have the report delivered to your inbox as an Excel file, a PDF, or both.
Team Members
Report Sharing
Enable everyone within your organization to generate actionable insights with our self-service reporting engine.
- Read & Write.
- Designate specific users or groups as read-only or give them access to edit or make copies of your report.
- Drafts.
- Once a report is shared, users will work within their own draft until they decide to merge in their changes or save to a new report.
- Notifications.
- User will be notified when added or removed from report sharing.
Templates
Custom Export Templates
Generate custom reports based on excel spreadsheets you create, allowing you to quickly export data into a structured, easy to read format based on your rules.
- Predefined Layout.
- Templates are set up with headers, data fields, formulas, and formatting that match the desired report structure.
- Customized.
- Customize the template to meet your organizations specific reporting requirements, such as adding new metrics, filters, or sections.
- Consistency.
- Using custom templates allows organizations to maintain a consistent format, allowing for clear communication and comparison over time.
Key Features
Our comprehensive self-service tool empowers both experts and novice users to get the necessary data from any of our supported databases.
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Field Selection
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For each type of report, the ability to select fields, in the order of your choosing, that are organized in a user-friendly way.
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Typed Fields
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Fields are type specific. We have built components to correlate to many different field types like datetime, time, number, text, float and more.
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Operators
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Smart operator selection based on field type. Wide range of operator support, such as equals, starts with, ends with, contains, greater than, less than, and is one of.
Accounting Package Integrations
Our Accounting Package Integrations seamlessly connect with your financial software, streamlining data flow, improving accuracy, and reducing manual entry.
• Export transactions from our data warehouse out to your accounting package
• Automate data entry tasks such as entering journal entries, invoices and payments, checks, ACH transactions & NACHA files
• Additional fees may apply
3rd Party Integrations
Our 3rd Party Integrations effortlessly connect your systems with popular tools, enabling seamless data exchange and enhancing operational efficiency. Maximize your workflow potential with a flexible, scalable integration solution.
About Savvior
We focus on enabling companies to better implement their business strategies and enhance the overall value of their products and services. We take advantage of traditional and advanced technology solutions to expand our clients' strategic and tactical opportunities, and deliver meaningful results.
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Fortune 500
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We collaborate with Fortune 500 clients, delivering innovative solutions and strategies that drive growth, enhance efficiency, and maximize impact across industries.
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Global Reach
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We partner with clients globally, delivering tailored marketing strategies that cater to diverse cultures, driving innovation and exceptional results across all regions.
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SOC2 Compliant
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SOC 2 compliance demonstrates our commitment to data security, and building trust with our clients by ensuring privacy, integrity, and reliability.
Ready to dive in?
Schedule a demo today.
Learn how SavviRPX can help your organization make data driven decisions from anywhere, instantly.
SavviRPX Tutorials
Learn the basics by watching tutorials illustrating how to generate, share, export and schedule reports using SavviRPX!