Accessing the Report

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

Accessing the Report

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

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