Manageable
reports to support your decision
Reports
are designed to highlight key pieces of information
you need to make decisions quickly and accurately.
For corporate management, you can provide summary
level information they need with more detail when
necessary. Help sales and marketing with strategic
planning. Consult with customers and present with
full analysis to them, making it easier for them to
agree with your credit decisions.
The Credit Decision Report summarizes the complete
analysis of an account providing the credit manager
with all of the information needed to make an accurate,
consistent, and timely credit decision on-the-spot.
Reports can be passed around your organization for
communication purposes. All reports are generated
in Excel. And since Excel is a universal format, you
can share reports with anyone such as sales and management
without requiring access to the software.
Exposure
can be observed by product, account, account and related
firms, and by organization level within your firm.
Pre-built
reports are also available for detailed financial
analysis and portfolio
reporting.
For
unmatched ease of use to analyze your accounts and
portfolio, the Report Writer enables you to quickly
retrieve, sort, filter, and browse the data stored
in your database. Explore and interact with your data
freely without the need to request IT assistance.
Save custom queries and reports that can be recalled
to produce up-to-date results. Queries can search
fields based on criteria as well as use formulas to
derive results.
Set
up regular reports to identify exceptions. Create
custom reports to be used to monitor collections,
track customer reviews, determine high risk customer
groups, find customers near or above their credit
limit, maintain security instruments, analyze credit
personnel activity, to name just a few possibilities
