Reports
- 16 Feb 2024
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Reports
- Updated on 16 Feb 2024
- 1 Minute to read
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Outline – Training – Reports
- Reports
- Resources –
- Using Report Filters - https://bryt-product-guide.document360.io/docs/using-reports
- Resources –
- Explain public (Stock) reports and how each report has its logic so they’ll return different values
- Commonly used reports: Payment Report (Tax Reference), Accounting Reconciliation Report, Aging Report vs. Balances Report (One works with $0 recorded payments and the other with unrecorded payment activity), Projected Payments Schedule, and Investments Payout Report (V3)
- Spreadsheet Reports –
- Master Register – shows register entries across all loans ordered by Payment Date
- All Payments – shows loan names, their payment source type, and the amount
- Consolidated Payments – same as All Payments except it sums amounts across all loans and lists the number of loans instead of the loan name