Servicing Guide

Published November 10, 2020

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How do I export the Expense Reimbursement Dashboard reports?

The ERD offers two methods to extract data from the dashboard to create reports; each having its own advantages. 

  • Tableau Download - allows users to employ filters within standardized report formats and drill down to view metrics, targeting specific topics using the Tableau tool.
  • Raw Data Download - the preferred option to create custom reports by downloading the entire data set. 

For additional information on exporting data from the Dashboard please refer to the Data Extract Job Aid.
 

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Customers Recommend Ask Poli

If you have additional questions, Fannie Mae customers can visit Ask Poli to get information from other Fannie Mae published sources.

Guide Resources

For a comprehensive list of resources such as access forms, announcements, lender letters, notices and more.

Visit Selling and Servicing Guide Communications and Forms

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