Reporting tasks

Run reports, export data, and configure reports.

Run and export reports

Standard reports are available under the Reports tab on the Accounts Dashboard. For custom or advanced reporting, go to Reports on the Home Dashboard, select the applicable client group, and run the configured report.

To export obligation or obligor data, apply the filters you want in the list view, then select the Export icon.

Reports

Reports provides advanced reporting for configured client groups.

Add a report

  1. From the reports section, select a report in the menu.
  2. The report appears, with sorting options.
Adding a report
FigureAdding a report.