Dynamic Report Distribution

How to create and distribute Dynamic Reports on the Credora Platform

Dynamic Reports are interactive, web-based reports that allow borrowers to distribute key due diligence information in a customizable format with any counterparty. To see a Dynamic Report Sample, click here.

This article provides borrowers with a step-by-step guide to generate and distribute Dynamic Reports from the Credora platform.

Generate a Report

1. From the Credora platform, go to the 'Reports' section.

2. Click on 'Generate Dynamic Report'.

3. The 'Report Configuration' page will open, allowing you to interactively customize the report, based on what you have submitted to the platform.

4. Customize the report in 2 ways:

   1. Periodicity: Select the date range applicable for the report.

   2. Report Data: Select the relevant components to include in the report as demonstrated below.

   
5. Click 'Generate Report' to create the report for distribution. Note that reports cannot be modified once created.

Report Distribution

Dynamic reports can be securely shared with any counterparty, whether they’re a Credora user or not. Recipients will receive an email invitation with a secure link to access the web report.

To whitelist counterparties, enter their email address and click 'Invite & Share'.

There is currently no cost for distributing Dynamic Reports.

Report links are private and only accessible by whitelisted counterparties explicitly approved by the borrower. For added security, authorized users must verify their identify (email) with a one-time verification code to access the report.