Dynamic Reports

Portfolio Overview Report

Published 06/02/2021 03:03 PM CDT

HIGHLIGHTS

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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:

Select Search All Your Dynamic Reports.
In the Filter by Report Category field, type "Management Reporting".
Select Portfolio Overview Report.
Select Run Report.
Select required fields:
- Report Type
- Report Date
- Card Type
Select View Report.

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