AccuApproval Reports

To view the pipeline reports available in AccuAccount

  1. Select the Reporting tab in AccuAccount
  2. Select Account Applications
  3. Select the Report you wish to view
    • AccuApproval Pipeline by Application Status
    • AccuApproval Pipeline by Closing Date
    • AccuApproval Pipeline by Lender
  4. When the report is generated you can define any available report parameters using the drop down or date selection.
  5. You can Select to Print or Save report. Reports can also be set up on subscription.

 

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