Dynamic Reports

Balance Summary Report

This is a monthly report that displays the following information:

  • Outstanding balance range
  • Average balance
  • % of balance to credit line by card type

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 "Management Reporting."
  3. Select Balance Summary Report.
  4. Click on Run Report.
  5. Select required fields:
  • Card type
  • Month end
  1. Click on View Report.

 



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