This report is designed to show you all of the credits your company has given in one place.
To run a credits report, navigate to Reports > Transactions History > Credits 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 credits were logged in the system
- Apply Date Period refers to the date on which credits actually apply to a loan.
And there is one report-specific filter:
- Flagged As Charge-Off lets you choose whether you want to view credits that are being used as charge off transactions.
You can also filter your report using the advanced option search.