Generate a Report

You can generate reports that contain information such as number of applications, number of applications pending approval, and number of applications funded this month.

To generate a report, complete the following steps:

  1. In the dashboard, click Reports.

  1. Click the type of report you want to generate (for example, Monthly Report or Commissions Report).
  2. After selecting the type of report you want, the screen should look like this. Select the date range you want to generate a report for.
  3. Click Generate Report.
  4. To export the report as an Excel file, click Export.

 

 

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