How do I use the Debt Eligibility reporting tool?

This article explains how to use the reporting tool available in every warranty program distributed with our Debt Eligibility application.

How do I use the “Reporting” function for one of my guarantee/grant programs?

You can use the Reporting function for each of your programs.

All you need is a published program, i.e. one that is either being distributed or paused.

When you're on your program's home page, you'll see a button called reporting in the top right-hand corner of your interface. Click on it to continue.

Creating your reporting template

Once you've clicked on the button, you'll be taken to the template creation page.

On this page, you can select the fields you're interested in from all the existing fields in your program.

You'll then be able to create and save your favorite templates, and reuse them at a later date without any limitations.

To do this, click on “Create a new template” in the top right-hand corner. Once you've chosen a name, you'll be taken to a page with two spaces.

On the left, a list of all fields available for export, and on the right, your list of fields selected for inclusion in your template.

Check the field(s) you're interested in the list on the left.

Use the [➞] arrow button visible between the two tables to import the fields into your template.

You can then rearrange the order of the list of fields you've selected to arrange them as you see fit.

To move on to the next step, use the “Actions” button in the top right-hand corner and select “Start reporting”.

Import external data for your reporting

Some of the information you need to create your reports may not be present in the tool, because it has not been collected via the Debt Eligibility interface (e.g. credit data from your establishment's internal tool).

In such cases, we offer you the option of importing certain information into our reporting functionality, enabling you to centralize everything in one place and build a complete reporting package.

On the reporting home page, next to the button for creating a template, you'll find the button for importing data via a pre-existing import file.

The import file is an Excel file, which you can download from this same page via the drop-down list in the top right-hand corner.

Once the Excel template has been downloaded and completed, you can re-import it and the data will be added to your next report.

Then return to the home page to launch a data export from one of your templates.

Information editing and data extraction

You are now in the interface dedicated to editing reservations/loans linked to your program.

This interface enables you to view all the reservations/loans on your program, edit reporting information and export all this data in Excel format to feed your tools, prepare regulatory reports, etc.

On the left-hand side of the interface, you can filter your view to refine your search.

In the center, you'll find a table containing the list of reservations in your program, with editable information linked to their reporting status in the first column.

Then, in the following columns, you'll find the fields you selected when creating your template.

You can now check off all or some of the reservations and then edit the dates.

This will enable you to keep a chronological record of reservations on your program.

When you complete the validation date for a guaranteed loan request (reservation), this will have the effect of moving the request to “Validate” status definitively. This indicates that the guarantee request for this loan has been reported to the guarantor and that the guarantor has given positive feedback.

Once the desired changes have been made, simply click on “Export all”. Our application will generate an Excel file containing all the information previously visible.

You can then use the Excel file generated to restate internal data, feed internal tools or directly generate your regulatory reports.