Accessing the Report

The summary management report can be located in the Advanced Reporting subsection of the reporting module.

Accessing the Report

To generate the Standard SMR report, select the "Standard SMR" option from the menu that appears after selecting the button from the Reporting Module.

To generate the Standard SMR report, select the "Standard SMR" option from the menu that appears after selecting the button from the Reporting Module.

You may then filter the report by :

1. Company : Look for a Company or Entity selection drop-down menu and choose depending on your reporting needs.

2. Date Preselect : In terms of New Loan Creations, Receipt analysis and Client analysis, from what date would you like to analyse from

Before selecting Submit, select the company and date preselect attributes.