Dynamic Reports

Balance Consolidation Report

This is a monthly report used to view accounts and lender information for which balance consolidation checks were issued. 

Platform: Credit on Credit

Frequency: Monthly Report

 

How to Access:

  1. Select Search All Your Dynamic Reports.
  2. In the Filter by Report Category field, type "Operational Reporting".
  3. Select Balance Consolidation Report.
  4. Select Run Report.
  5. Select required fields:
  • Month - Year
  1. Select View Report.

 



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