Need to compile a report to list borrower emails?  

The system based report labeled Portfolio Mailing List Report can be located in the Reports menu.

• Mouse over Data in the menu at the top.
• Click on Reports in the submenu that appears.
• Use the search bar to search for "Portfolio Mailing List"
• Click on the report named "Portfolio Mailing List"

This report is intended to provide data related to the Servicing Mailing Contact/Address fields located within a Funded Loan record in the General > General tab (bottom of the screen). 

This report is set with the Parameters of Loan Type and Loan Funding Sub Status for the user to select when running the report.

Reminder: System Reports cannot be permanently customized/saved, however, you can Copy the report for further customization.

To Copy a System Report:

• Access the report you'd like to copy
• Click on the Copy symbol to copy the report
• Click on the Star symbol to make the report a Favorite and have it appear on your Ventures Home Page under the Favorite Reports Widget