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:
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.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.