Street Diligence's reporting tool offers users an efficient way to create detailed, customizable reports. This guide will walk you through accessing and customizing reports, along with tips on best practices and report types available for benchmarking and portfolio management.
Accessing Reports
To access the reporting tool, navigate to the Report tab in the left-hand navigation panel. This tool allows you to quickly generate comprehensive reports with the ability to build the output you desire. A description of each report type is provided in the right-hand column to help you identify the most suitable option for your needs.
Please note that you will need to create
Steps:
Select the report type from the list to pull up the report builder.
Select from portfolios, deals, or agreement type in the indicated fields to bring up results in the table below.
Select your agreement(s) to include in your report.
Select reference data fields of your choosing (or omit and move on).
Select term groups and terms.
Choose from the options list.
Click the Generate button to create and download your report.
Depending on the report’s complexity, generation time can vary from a few seconds to a few minutes.
Best Practices for Using Reports
Here are some tips to make the most out of Street Diligence reports:
Use Benchmarking Reports: Compare key terms across multiple documents to evaluate trends and standard practices within the industry.
Compare Key Terms: Run the "Compare Key Terms Across Documents" or "Compare Key Terms Across Documents (Transposed)" reports for insights on document similarities and differences.
Leverage Prevalence and Favorability Scores: Many reports include a scoring system based on term prevalence and favorability, giving you an at-a-glance assessment of borrower- vs. lender-friendly terms.
Organize with Portfolio Reports: Use the Portfolio Reports for summaries of document reviews, including Closing Memo Terms, Portfolio Summary, and Legal Terms Review.
Optimize with Amendment and Legal Terms Reports: Stay updated on the impact of document amendments and manage legal terms across portfolios efficiently.
Types of Reports Available
The reporting tool includes various report options tailored to specific use cases:
Benchmarking Reports: Provides industry benchmarks, enabling comparisons across documents.
Portfolio Reports: Summarizes key terms for each portfolio, ideal for maintaining oversight on multiple agreements.
Document Reports: Includes Closing Memo Terms, Legal Terms Review, and Amendment Reports to ensure comprehensive analysis of all legal language.
Each report type is designed to support your data needs, from detailed document reviews to broad portfolio summaries.