The Company Reports: Field Definitions Document provides field by field definitions for each report. A user must have the Reports Role in order to access the Reports tab to generate reports. The Company Renewal Query Field Definitions document provides field definitions for the renewal queries available to state licensed companies through the Renewals tab in NMLS. The Report Samples table below provides samples of reports that are available to companies.
Reports that have columns containing numeric data with leading zeros will not display properly if the file is opened in Excel without first formatting the applicable field(s) as text. For more information, see Formatting Fields with Leading Zeros.
Except for minor adjustments to account for holidays, the following rules apply regarding the availability of data for Reports:
‘As of Date’ Reports: Reports with an ‘As of’ date that falls on Monday through Thursday will include data current as of the previous day. Reports with a ‘As of’ date that falls on Friday through Sunday will include data current as of the preceding Thursday.
‘Since Date’ Reports: Reports requested on Monday through Thursday will include data up to and including the previous day. Reports requested on Friday through Sunday will include data up to and including the previous Thursday.
Ad Hoc Reports
NMLS provides system users with the ability to request additional information in the form of an “ad hoc” report. For more information, refer to the Ad Hoc Report Request Process.