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Report Manager

With CreditQuest® you can move from segregated silos of data to a single consolidated database. Report Manager is an integrated line-item reporting system that provides all the features you need to access CreditQuest data and prepare reports. Visual on-screen controls let you see and interactively work with formatting data columns, sorts, filters and masks; get exactly the query and output you desire and fit it to the output format you choose.

Use Report Manager to communicate your findings and generate executive reports:

  • Standardize Information Views
    Over 40 standard reports cover most areas of credit management, such as current and historical application activity, expiring credits, customer detail data, ticklers, covenants and much more.

  • Control Access
    Set up fine-grained security access to limit control over selected reports. Report templates can be made available for general use, and offer dynamic run-time filters for ad hoc analysis and searches.

  • Build Your Own Merge Letters
    Use multiple Report Manager reports to build and run your own merge letters, e.g. set up a single letter to combine all outstanding ticklers for a customer.

  • Export Data in Multiple Formats
    Flexible onscreen vs. print formats optimize report output as necessary.