Custom Report: Client Credit Requests Report Template

Location

https://app.centricflow.co.uk/a/custom-reports

Template

Client Credit Requests Report

Description

List all client credit requests that are associated to your clients in CentricFlow.

Columns

Company Name

Request ID

Request Limit

Requested Date

Requested By

Requested Note

Credit Controller

Request Status

Request Notes

Request IP

Filters

Company Name

Requested By

Request Status

Credit Controller

Exports

CSV

XLS

PDF

JSON

XML

HTML

Users

All Users

Only To Me