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 program manager, when preparing institutional reporting, you need to extract data related to some loans. The Debt Eligibility reporting assistance tool includes filters allowing you to extract only the data you need.
Use case: "To produce the quarterly report, I need to extract all contracted and validated loans. Other loans (rejected, archived) are not required for reporting, so I want to exclude them."
Below, you will find an interactive guide detailing how to extract the correct data from the Debt Eligibility reporting.
💡 These filters are individual and complementary. Therefore you can add or remove them according to your extraction needs.
For further information, refer to the article: How do I use the Debt Eligibility reporting tool ?