There are several reports available for the CREDIT module.

Here below we give a short description of the different reports available.


Credit files

Submitted grouped by month

An overview of the credit files that have been submitted and grouped by month.

The start date and end date must be specified.


Status periodically on deed date

Overview of the different statuses of credit files for a given period.

The start date and end date of the range for deed date must be specified.


Status periodically on entry date

Overview of the different statuses of credit files for a given period.

The start date end and end date of the range for entry date must be specified.


Lender

Average quota

Overview of the average quota for each lender for a given period.

The period is based on the deed date of the credit files.


Realized files

Overview of all credit files realized for each lender.

This report gives a detailed list of all realized credit files with subtotals for each lender.

The period is based on the deed date of the credit files.


Intermediaries

Realized files

Overview of all credit files realized by each intermediary.

This report gives a detailed list of all realized credit files with subtotals for each intermediary.

The period is based on the deed date of the credit files.


Fore more information on how to generate reports in the WAVEDESK platform, consult the article how to generate reports in the platform.