How do I request a report that isn’t available in uPortal360?
First, confirm with your User Manager that the report you need isn’t already available — many needs are covered by existing report sets. Client Success can assist with this as well. If it’s genuinely not available, email the request to the Client Success Team, who will review your program to see what reports are eligible or can potentially be created. Please note any new report request is subject to a Professional Services fee.Why can’t I see a report or report set?
Reports are gated by permissions and report-set access. For example, the Contracts Report Set permission is required to calculate advances and to run contract reports, and the UAS Invoices report set is required for detailed invoicing reports. If a report you expect isn’t visible, contact your User Manager — a user with the User Management permission can assign the report sets and permissions you need. Client Success can also help navigate.When are invoices and invoicing reports available?
Servicing Invoices are available on the 7th business day of the month via uPortal360, and deposits are made within 24–48 hours after invoicing is complete. Purchasing Invoices are available within a day of the account being assigned and funding are made within 24-48 hours after invoicing is complete. To view Servicing invoices you need the View Invoices permission; to run detailed invoicing reports you need the UAS Invoices report set. For how to read and reconcile an invoice, see the UAS Billing Invoice guide.Where can I learn the columns and definitions for a specific report?
Each report set article includes a Field Definitions table describing every column. Start with Reports – Tips & Tricks for an overview, then open the specific report set (for example, Contract, Delinquency, or Charge Slips). See the Reports & Invoices section for the full list.Related articles
- Reports – Tips & Tricks
- Reports Definitions
- UAS Billing Invoice (guide)
- Purchased Contracts Report Set
- Merchant: Funding & Advances FAQ
- How Do I Submit Cases?
- Help & Contacts