Statuses
Tick the appropriate Statuses boxes to be included in the report; by Incomplete, Reviewing, Complete, Accepted, Declined and Unwanted.
Date Created from/to
Enter the Created range required.
Date Quoted from/to
Enter the Quoted range required.
Review Date
Enter the Review date range required.
Date Closed
To limit the Applications included in the report to Account Applications closed during a specified period, enter the date range closed. Applications included in the report are inclusive of these dates.
Preferred Loan Amount from/to
Enter the range of the Loan Value required for the report, or upper limit and lower limit.
Total Advances from/to
Enter the range of the Total Advances required for the report, or upper limit and lower limit.
For 'Accepted' Account Applications, Total Advances is as per the Account that was created. For all other Account Applications, this is as per the selected Quote for the Account Application (providing this can be calculated).
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