There are several commitment schedule reports available within TFS.
The available reports include:
- Client Applications/Commitment Schedule - All
- Client Applications/Commitment Schedule - All (external)
- Client Applications/Commitment Schedule - Current
- Client Applications/Commitment Schedule - Current (external)
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External reports make the broker the financier as long as the Undisclosed? field is set to Yes. |
There are three ways to view the Commitment Schedule Reports.
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| title | Opening the Commitment Schedule Reports (Reports Screen) - Click here to expand... |
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- From the File menu, select Reports OR Press the Reports icon (
 Image Added). - Select Current Client from the Select Report Category drop-down list.
- Select the required report.
- Press the Preview or Print button to preview or print the Commitment Schedule Report.
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| title | Opening the Commitment Schedule Reports (Client Overview Screen) - Click here to expand... |
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- From the Client menu, select Overview.
- Press the Print Preview icon
 Image Added. - Select the required report.
- Press the Preview or Print button to preview or print the Commitment Schedule Report.
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| title | Opening the Commitment Schedule Reports (Applications Screen) - Click here to expand... |
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- From the Client menu, select Applications.
- Press the Print Preview icon (Image Added).
- Select the required report.
- Press the Preview or Print button to preview or print the Commitment Schedule Report
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