Advancements Report

Introduction

The advancements report is designed to show you all of the advancements your company has given in one place. This article will explain how to run the report.

Running an Advancements Report

To run an advancements report, navigate to Reports > Transactions History > Advancements inside your company account.

To run this report, click  . Before you run the report, you may want to narrow down the report results by a date range or other filters.

There are two date ranges you can specify to help narrow your search:

Term

Description

Create Date Period

Refers to the date on which advancements were logged in the system

Apply Date Period

Refers to the date on which advancements actually apply to a loan

You can also filter your report using the advanced search options.


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