How to manage the reporting of reservations with multiple financing objects in Debt Eligibility?
In this article, you will find our tips to help streamline the reporting management of reservations with multiple financing objects.
Your distributors can enter reservations with one or several financing objects. As a programme manager, when preparing institutional reporting, you may need to extract data related to specific loans. The Debt Eligibility reporting assistance tool provides filters enabling you to extract only the data required.
Use case: "To produce the quarterly report, I need to extract all documented and validated loans. Other loans (rejected, archived) are not required for reporting, so I wish to exclude them."
Below, you will find an interactive guide detailing how to extract the relevant data from the Debt Eligibility reporting tool.
💡 These filters are independent and can be used in combination. You may add or remove them according to your extraction requirements.
For further information, please refer to the article: How do I use the Debt Eligibility reporting tool ?