From time to time we need to generate a report for firms with a list of brokers that have downloaded certain Esis for particular products/lender at a particular time.
We currently have to escalate to 3rd line for these reports, but we would happily self serve if we had the following options:
Configuration chart: Add a Time in the time settings (sometimes we need to ping point exact timings)
Grouping and Subgrouping (Panel Company and Lender Ref Number, currently: if you select one in the main group you do not have the option for the other in the subgroup)
Include the option to download the list of brokers in the panel section
Add a filter for Lender Ref Number dependent on the lender including inactive ones. Multiple selection.
