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:
- In the dashboard, click Reports.
- Click the type of report you want to generate (for example, Monthly Report or Commissions Report).
- 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.
- Click Generate Report.
- To export the report as an Excel file, click Export.