Under Reports there are five key reports:
- Credit Reviews: View all post decision applications along with pertinent customer detail.
- Apps In-Progress: Tracks the progress of received applications through evaluation to decision. These are considered pending until credit makes a decision.
- Incomplete Credit Applications: Tracks the progress of applicants as they complete the credit application. Viewable for both credit and sales users.
- App Links Sent: Tracks to whom, and by whom the credit applications are being sent to. Viewable for both credit and sales users.
- Tax Exempt Certificates: Track all tax certificate data points and expiration dates for certs submitted through Bectran platform.
- Additional reporting available on case by case basis per customer via professional services.