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