Loans

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By Choosing the Reports Tab allows you to view Calendar, Contacts, Contacts - modified and/or Added, Journal, Leads, loans and any custom filters that you have created using the Filter Builder.

 

The Loans Group gives you the option to view Active Loans, All Loans and any loan filters you have created. See Creating Custom Reports.

 

As you can see under the Loans section, WorkCenter comes standard with 17 custom loan reports, you can also create an unlimited number of reports in WorkCenter as well.

 

ReportsTabLoans

 

Also See Emailing Reports