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January 2026 Updates to Custom Forms Reports

 

This month, we have released the ability to view Transactions, Loans, Ownership, Portfolio, and Development data in the following reports conveniently located in the “Custom Forms” section of Formatted reports. 

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Reports that were updated include:  

Custom Forms Detail by Asset 

We've added the ability to view Custom Forms for Transaction, Loan, Ownership, Portfolio, and Development to the report, and changed the report name to Custom Forms Detail by Form. 

Custom Forms Detail 

The report now includes the ability to view Custom Forms for Transaction, Loan, Ownership, Portfolio, and Development. 

Custom Forms Validation 

This update adds the ability to view Custom Forms for Transaction, Loan, Ownership, Portfolio, and Development to the report. 

  Custom Form Upload Template 

You can now upload Custom Forms for Transaction, Loan, Ownership, Portfolio, and Development to this report. 

Custom Form Upload Template