GreenSky® Report GuideLast updated on 03/22/2022
The GreenSky® report provides a list of all GreenSky® applications and related information, giving you a comprehensive look at customers who have been approved, declined, or have incomplete applications.
Create a GreenSky® report
Follow the steps to create a custom report based on the GreenSky® report template.
Run the GreenSky® report
Use the From and To calendar fields to set a range of dates for the report.
Enter an Application Id to look for a particular application, or leave blank to include all applications for your date range.
Click Run. The GreenSky® report generates.
Note: This report includes more columns than can be displayed at once. Use the horizontal scroll bar on the bottom of the report to view all of the columns.
Read report results
Your report results display in a table based on the filters you set. By default, the GreenSky® report includes the following columns:
Date of application
Whether the application was approved or declined
GreenSky® application ID
Applicant's state of residence
The technician who submitted the loan application
The total amount approved
The total amount requested in the application
The maximum potential amount the applicant could have
The loan annual percentage (APR) rate for the loan
The GreenSky® loan plan name
Applicant Last Name
The last name of the applicant
The last name of the co-applicant if applicable
the expiration date of the loan filter
Available open spend credit
Status of the application. Status can be
The Bill To name for the loan in ServieTitan
Customize your report
You can add and remove columns related to GreenSky® for more specialized reporting. For further customization, you can also arrange and filter your results to narrow the focus of your report.
Add and remove columns
Above the report results, click Edit Columns.
In Edit Columns, select or deselect the items you want added to or removed from your report.Point to a field to view a description of that column.
You can edit the GreenSky® report to show the following fields:
Loan Term—The purchase window of the loan.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.