Portfolio Overview Report

Use this report to view summary level totals by month for several categories: Cardholder Accounts, Line Assignment, Balance Outstanding, Cardholder Activity, Payments, Card Program Revenue, Card Program Expense, and Delinquency Status.

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 "Management Reporting".
3. Select Portfolio Overview Report.
4. Select Run Report.
5. Select required fields:
    
   • Report Type
   • Report Date
   • Card Type
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6. Select View Report.