Reports - Tips & Tricks - uPortal360 Knowledge Base

Standard Report Features

Run - Most reports can specify a date range. Enter your range and hit RUN to generate data based on the values you have entered.
Export to CSV or Print

CSV can be opened in Excel or Imported into Database Applications

Change the Number of Records Displayed with Show Entries. You can show 10, 25, 50, and 100 records simultaneously.

Displays what set of data is displayed and a total count
Pagination to page through all results based on the number of rows specified in Show Entries

Sort by any column; click on the column name and click it again to reverse the sort order.
Search within Report Results
Hyperlink to View Account details

Anytime the Acct # is listed on the report, you will see it set up 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 can see everything about the account, including details the customer cannot see, like internal cases and servicing notes.

Report Permissions

By default, we do not set up users with Reports. Reports are assigned to users and can be assigned by anyone with User Management permission. We’ve grouped reports into report sets. Reports are assigned to users 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

Status	Sub Status	Definition	Actions
Credit Application
VOID	Declined	Applicant was Declined for Credit	Contact Credit if decline reason needed
Incomplete	Credit App	Incomplete Credit Application cannot be processed entirely or has not been submitted for processing.	Review Application
Pending	Credit Review	Manual Credit Review in Progress.	Call Credit for status.
Pending	Contract Document Creation	A 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.
Agreements	Pending Signature
Pending	Signatures	Waiting for the Applicant, CoApplicant or Seller to Sign	Contact Signer(s), Use Needs Signing Queue to manage agreement.
Agreements Signed	Not Active in Servicing System
Pending	GorS Delivery	GorS (Goods or Service) Fully executed contract, but the goods or services have not been delivered.	The contract will go to active status once services or goods are delivered - Merchants will use `Delivery Confirmation` to manage the entry of Delivery Dates.
Pending	Future Note Date	Fully executed contract with a Note Date in the future.	Once the Note Date arrives, this becomes an Active contract.
Pending	Print Verification	Awaiting receipt or review of the printed contract to confirm all signatures have been collected	Fax Signed Contract using DocuSign Cover Letter.
Active Contracts
Assignment	Welcome Call	Completed in 1 - 5 Business Days, Reaching out to Consumer for Welcome Call.	Contact the Credit Department for more details.
Assignment	Credit Review	Completed in 1 Business Day or Less, Review for Purchasing	Contact the Credit Department for more details.
Assignment	Processing	Completed in 1 Business Day or Less - Assigning Contract.	Contact the Credit Department for more details.
Active	Current	The contract is being serviced	Review Details in uPortal360.
Active	Past Due	If a Minimum Payment is not made on time, the Account will be set to Past Due.	Review Details in uPortal360.
Active	LOC Closed	Active contract, but the consumer cannot use the line of credit for additional purchases	Review Details in uPortal360.
Closed Contracts
Closed	Various	Consumer - Attorney, Consumer - Bankruptcy, Consumer - Cease and Desist, Consumer - Contract Default, Consumer - Deceased, Consumer - Identity Fraud, Consumer - Paid in Full, Merchant - Contract Increase, Merchant - Fraud, Merchant - Rewrite, Product - Cancel or Return, UAS - Transfer Account	Review Details in uPortal360.
VOID	VOID	Removed from System, Never made it past Credit Application or was set to VOID.	N/A

Charge Slip Statuses

Status	Definition	Actions
Incomplete	It started but was never sent for Signature.	Use `To Do Queue` to Manage.
Print Verification	waiting for receipt or review of the printed Charge Slip to confirm all signatures have been collected	Fax Signed Charge Slip using DocuSign Cover Letter.
Pending Delivery	Fully executed Charge Slip, but the goods or services have not been delivered.	The contract will go to active status once services or goods are delivered - Merchants will use `Delivery Confirmation` to manage the entry of Delivery Dates.
Open	Charge Slip is being serviced	Review Details in uPortal360.
Paid	Charge Slip has been Paid in Full	Review Details in uPortal360.
Write-Off	Closed with a Write-Off Reason	Review Details in uPortal360.
VOID	Removed from System, Never passed Credit Application or was set to VOID.	N/A

Transaction Statuses

Status	Definition
PENDING	Used to represent Future Dated Transactions - Scheduled Payments
PROCESSING	Processed with Merchant but waiting on final status
COMPLETE	Fully Processed Payment - Only Payments in COMPLETE status count towards the balance of the Contract
DECLINE	Declined by the merchant - Look at the error message for the reason

Private notes Only visible to selected team account(s), reader(s), and/or security group(s) **// IN PROGRESS

Transaction Types

Type	Definition
Adj - Adjustment
Adj - Cancel or Return
Adj - Promo Exp Int
Adj - Small Balance Write-Off
Adj - Sub Next PMT
Adj - Transfer
Adj - Write-Off
AGING
Fee - Annual Charge
Fee - Convenience Charge
Fee - Late Charge
Fee - NSF Charge
Fee - Origination Charge
PMT - ACH
PMT - ACH - Cancel
PMT - ACH - Invalid Trans
PMT - Charge Back
PMT - Charge Back - Reversed
PMT - Check
PMT - Check - Not Deposited
PMT - Credit Card
PMT - Mass Refund
PMT - Misapplied - Add
PMT - Misapplied - Removed
PMT - NSF
PMT - NSF Reversed
PMT - Online - ACH
PMT - Online - Credit Card
PMT - Partial Refund
PMT - Payment
PMT - Pre-Charge Back
PMT - Refund
PMT - To Client
PMT - Western Union
Down Payment
Down Payment - Cash
Down Payment - Charge Back
Down Payment - Refund
Down Payment - To Client
Down Payment - To Client - Refund
Charged-Off Adjustment

Overview

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Frequently Asked Questions

Help & Contacts

Getting Started with UGA Finance

Account & User Setup

Credit Application Process

Managing Contracts

Servicing & Consumer Payments

Purchasing Program Approval

Support Tickets & Cases

Reports & Invoices

Integrations & API

Reports - Tips & Tricks

Standard Report Features

Report Permissions

Common Definitions

Contract Status and Sub Status

Charge Slip Statuses

Transaction Statuses

Transaction Types

​Standard Report Features

​Report Permissions

​Common Definitions

​Contract Status and Sub Status

​Charge Slip Statuses

​Transaction Statuses

​Transaction Types

Standard Report Features

Report Permissions

Common Definitions

Contract Status and Sub Status

Charge Slip Statuses

Transaction Statuses

Transaction Types