Syndication Reports

This article was developed to describe "Syndication Reports."

Syndication Reports are available to clients by clicking on the Advances Tab and then selecting "Syndicate Report."

After clicking "Syndicate Report," a page similar to the one below appears. 

At the top of the page, you will see several buttons with dollar amounts or percentages listed. These are broken down here:

1. Total Participation: This will display the total amount of money each syndicator participates in.
2. Full RTR: This will display the total amount of money each syndicator participates in.
3. Max ROI $:  This will display the total amount of the participating deals' Return On Investment amount.
4. Average Factor: This will display the total average of all the deal's factor rates in which the syndicator participates.
5. Average Term: This will display the total average of how many months each deal is configured for.
6. Annualized Factor: This will display the total annual average of all the deal's factor rates in which the syndicator participated.

Filters

Four fields under the row of buttons we just described allow users to filter their results. These four field options are listed below:

Syndicate: List all of the syndicators that are in the CRM.

Status: You can filter out by the Advance Status of the deal they are participating in.

Last Merchant Cleared Payment: You can filter out by the payment cleared start date and end date the syndicators are participating in.

There are three hyperlinks on the right side of the page, just above the results table (see the red highlighted area in the image above). These links have the following functions:

• Export Current View: Click on this link to download the data into a CSV spreadsheet.
• Export Full Report: Click on this link to export the entire table. An email will then be automatically sent to the user, including a link to the full report in the CRM.
  • Additionally, the report can be found in the Reports tab under My Exports. It will remain there for seven (7) days and then is automatically deleted from the system.
• Customize: Click this link to add fields to display as column headers on this report. 

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