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 in "Operational Reporting."
  3. Select Balance Consolidation Report.
  4. Click on Run Report.
  5. Select required fields:
  • Month - Year
  1. Click on View Report.

 



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