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 in "Management Reporting."
3. Select Portfolio Overview Report.
4. Click on Run Report.
5. Select required fields:
    
   • Report type
   • Report date
   • Card type
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6. Click on View Report.