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Custom Reports: Report on Encompass Connector Logs

Encompass Log Reporting

The Encompass Connector sync runs every 15 minutes and sends updates (milestone changes, field changes) from Encompass to Velocify, keeping Velocify lead information accurate.  Without Encompass sync logs, you cannot see which leads are updated, and, of those, what was updated.  Logging Encompass sync logs will allow you to create custom reports to see which leads are updated from Encompass, along with what is updated, without having to contact Velocify support.

Where are the Encompass Sync Logs?

Encompass sync logs are available in a new base data called “Integration Logs.” This base data is available on the Custom Reports page at Menu - Reporting - Custom Reports.

 

How Do I Enable the Integration Logs Base Data?

This base data automatically available for all LeadManager Advanced Edition clients that have the Encompass sync and export enabled. Data will not be available before the 16.11 release.

 

What Are New or Modified Reporting Fields?

The following fields have been added to report on Encompass-specific data:

  • Encompass GUID – the lead’s GUID in Encompass
  • Encompass Loan Number – the lead’s loan number in Encompass
  • Encompass Milestone – the current milestone of the lead in Encompass
  • Encompass Log Type – type of Encompass log, options are export, sync, and create
  • Encompass Fields – list of Encompass field ID and field entries sent in last sync to update lead

The following fields have been modified on this report only for Encompass-specific data:

  • Log Result – this field is now a checkbox. Checked means success, unchecked means failure.

 

What Are Some Example Reports With This Base Data?

What Encompass exports failed recently?

 

Columns:

  • Id
  • Log Date
  • Log Note – this field will show why the failure occurred
  • Encompass Log Type
  • Log Result

Filters:

  • [Log Result] equal to (unchecked)
  • [Log Date] within last xxx amount of time

Which leads were updated in the last sync?

 

Columns:

  • Id
  • Log Actor
  • Log Date
  • Log Note
  • Encompass Loan Number
  • Encompass Log Type

Filters:

  • [Log Date] within last 15 minutes
  • [Encompass Log Type] equal to sync

Which leads have been created by the Encompass lead create feature?

 

Columns:

  • Id
  • Log Actor
  • Log Date
  • Encompass Log Type
  • Encompass Fields
  • Encompass Loan Number
  • Encompass Milestone

Filters:

  • [Encompass Log Type] equal to create – create, export, and sync are not case-sensitive
  • [Log Date] within last xxx amount of time

Which Encompass fields are mapped in the sync on my database?

 

Columns:

  • Id
  • Encompass Log Type
  • Encompass Fields

Filters:

  • [Encompass Log Type] equal to sync
  • [Log Result] equal to Yes
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