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    Reports - Tips & Tricks
    • 26 Dec 2019
    • 4 Minutes to read
    • Contributors
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    Contents

    Reports - Tips & Tricks

    • Updated on 26 Dec 2019
    • 4 Minutes to read
    • Contributors
    • Print
    • Dark
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    • PDF
    Article Summary

    Standard Report Features

    1. Run - Most reports have the ability to specify a date range. Enter your range and hit RUN to generate data based on the values you entered.
    2. Export to CSV or Print
      • CSV can be opened in Excel or Imported into Database Applications
    3. Change Number of Records Displayed with Show Entries. You can show 10, 25, 50, 100 records at a time.
      • Displays what set of data is displayed and a total count
      • Pagination to page through all results based on number of rows specified in Show Entries
    4. Sort by any Column, just click on the column name and click it again to reverse the sort order.
    5. Search within Report Results
    6. Hyperlink to View Account details
      • Anytime the Acct # is listed on the report you will see it setup as a hyperlink.
      • When viewing a customer from uPortal360, you will be logged into the same interface they see when they manage their account.
      • Your access will be read only, but you will be able to see everything about the account including detail the customer cannot see like internal cases and servicing notes.

    Report Permissions

    By default, we do not setup users with Reports. Reports are assigned by user and can be assigned by the Client Admin or by your Account Manager. We've grouped reports into report sets. When assigning reports to users, they are always assigned by report sets.

    Some Reports Sets require special access. See Permissions section for the report set for more information.

    Common Definitions

    Contract Status and Sub Status

    StatusSub StatusDefinitionActions
    Credit Application
    VOIDDeclinedApplicant was Declined for CreditContact Credit if decline reason needed
    IncompleteCredit AppIncomplete Credit Application cannot be completely processed or has not been submitted for processing.Review Application
    PendingCredit ReviewManual Credit review in Progress.Call Credit for status.
    PendingContract Document CreationA Credit Application has been completed but the agreements have not been created.Select Term, 1st PMT Date, Cash Price, Down Payment, etc and Send Contract for Signature.
    AgreementsPending Signature
    PendingSignaturesWaiting for the Applicant, CoApplicant or Seller to SignContact Signer(s), Use Needs Signing Queue to manage agreement.
    Agreements SignedNot Active in Servicing System
    PendingGorS DeliveryGorS (Goods or Service) Fully executed contract, but the goods or services have not been delivered.Client will release to Active status once services or goods are delivered - Use Delivery Confirmation to manage entry of Delivery Dates.
    PendingFuture Note DateFully executed contract with a Note Date in the future.Once Note Date arrives this becomes an Active contract.
    PendingPrint VerificationAwaiting receipt or review of printed contract to confirm all signatures have been collectedFax Signed Contract using DocuSign Cover Letter.
    Active Contracts
    AssignmentWelcome CallCompleted in 1 - 5 Business Days, Reaching out to Consumer for Welcome Call.Contact Credit Department for more details.
    AssignmentCredit ReviewCompleted in 1 Business Day or Less, Review for PurchasingContact Credit Department for more details.
    AssignmentProcessingCompleted in 1 Business Day or Less - Assigning Contract.Contact Credit Department for more details.
    ActiveCurrentContract is being servicedReview Details in uPortal360.
    ActivePast DueIf a Minimum Payment is not made on time, the Account will be set to Past Due.Review Details in uPortal360.
    ActiveLOC ClosedActive contract but consumer cannot use line of credit for additional purchasesReview Details in uPortal360.
    Closed Contracts
    ClosedVariousAttorney Retained, Bankruptcy, Buyback, Canceled, Client Cancel, Contract Error, Deceased, Fraud, Paid, Refund, Refusal, Rewrite, Sent to Collection Agency, Skip, Small Balance Write-Off, Transfer Account, Write-OffReview Details in uPortal360.
    VOIDVOIDRemoved from System, Never made it past Credit Application or was set to VOID.N/A

    Charge Slip Statuses

    StatusDefinitionActions
    IncompleteStarted but never sent for Signature.Use To Do Queue to Manage.
    Print Verificationwaiting receipt or review of printed Charge Slip to confirm all signatures have been collectedFax Signed Charge Slip using DocuSign Cover Letter.
    Pending DeliveryFully executed Charge Slip, but the goods or services have not been delivered.Client will release to Active status once services or goods are delivered - Use Delivery Confirmation to manage entry of Delivery Dates.
    OpenCharge Slip is being servicedReview Details in uPortal360.
    PaidCharge Slip has been Paid in FullReview Details in uPortal360.
    Write-OffClosed with a Write-Off ReasonReview Details in uPortal360.
    VOIDRemoved from System, Never made it past Credit Application or was set to VOID.N/A

    Transaction Statuses

    StatusDefinition
    PENDINGUsed to represent Future Dated Transactions - Scheduled Payments
    PROCESSINGProcessed with Merchant but waiting on final status
    COMPLETEFully Processed Payment - Only Payments in COMPLETE status count towards the balance of the Contract
    DECLINEDeclined by merchant - Look at error message for the reason
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