Use reports
A credit report is a collection of information about a business partner. Depending on its type, a credit report contains different data such as credit limit, address, company structure, credit rating index, etc.
Request a report
To request a report, a business partner assignment is necessary beforehand. If no assignment has been made yet, this must be done first.
- Click on Start SkyMinder request
- Select a product (if questions about the report types for a company arise, contact your CRIF partner for more information)
- Click OK
- Report card opens
If the information is available immediately, the fields are filled. Otherwise an empty information appears, which will be filled at delivery.
View existing reports
Existing reports can be accessed from several places:
- In the customer/contact/vendor by selecting an entry and clicking on Credit Reports.
- In the role center under Credit Solution, Reports and Reports
- Attached to the todo that was created for this report by clicking on Report.