Loan Alerts Report


The Loan Alerts report is a fairly simple report that’s designed to help you search accounts and easily view their loan alerts.

How To

To run a Loan Alerts report, navigate to Reports > Transaction History > Loan Alerts inside your company account.

You can filter the report using the advanced option search.  Once you’ve made your search selections, click  to run the search.

The report will show basic account information and the alert for each resulting account.  You can choose to have the report display more or less information by clicking  .

Use the checkboxes to select which columns should display.  Click   when you’re done.

How did we do?

Powered by HelpDocs (opens in a new tab)