Charge Off History Report


The charge-off history report will show you all the charge-off transactions across all your accounts.

How To

To run a charge-off history report, navigate to Reports > Transactions History > Charge Off History inside your company account.

The primary search parameters for this report are an application date range for charge-off transactions and a filter by transaction type.

The date range will default to this week, but you can select a date range by clicking in the field and selecting a range using our advanced date picker.

You can also select a predefined date range from the drop-down above the field. The options are: today, this week, 30 days, month to date, year to date, yesterday, last week, last month, last year, custom, and other.

“Custom” and “Other” warrant some additional explanation. “Other” is simply the option that gets automatically selected when you choose a date range using the advanced date picker. Custom, however, gives you the option to enter the date range using two fields: a "date from" as a number of days ago and a "date to" as a number of days ago.

The Transaction Type drop-down lets you filter the report results to view only withdrawals or deposits. You can also use all the filters available in the advanced option search. When you have entered your search parameters, click to run the report.

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