Advancements Report

General

This report is designed to show you all of the advancements your company has given in one place.

How To

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:

  • 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 option search.


How did we do?


Powered by HelpDocs (opens in a new tab)