Outline – Training – Reports

1. Reports 
   1. Resources – 
      1. Using Report Filters - https://bryt-product-guide.document360.io/docs/using-reports 
2. Explain public (Stock) reports and how each report has its logic so they’ll return different values
3. 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) 
4. Spreadsheet Reports – 
   1. Master Register – shows register entries across all loans ordered by Payment Date
   2. All Payments – shows loan names, their payment source type, and the amount
   3. Consolidated Payments – same as All Payments except it sums amounts across all loans and lists the number of loans instead of the loan name