This article applies to lenders, forwarders and agencies How to do a Geo Update Report Using a Prebuilt Report
Step 1: Hover on My Reports > Click Case Updates Report
Step 2: In the Case Update Report filter by selecting RCM Geo Update
Step 3: You can choose to select other filters or click Filter Results
How to Create a Geo Update Report Using My Reports
Step 1: Click on My Reports
Step 2: Select RCM Geo Update from the drop-down under Contains Update Type
Step 3: Click Run Report
You export the report by clicking on the Export tab > CSV
To add the report to your dashboard:
Step 1: Click Save > Save as New Report
Step 2: Fill out the form and click Add to Dashboard then Save Report
