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Generate Credit Report Requests

Use the Credit Report Requester window to run a query to request credit bureau reports for accounts that meet specific criteria.

To generate credit report requests

  1. Create a Credit Report Request Query or Modify a Credit Report Request Query.

Credit Report Requester window

  1. In the lower section of the Credit Report Requester window, in the Credit Report Type list box, click the type of report to request.

  2. Click Request. The CBR Requester dialog box appears.

CBR Requester dialog box

  1. Click Yes. A notification dialog box appears, which indicates the requests are complete.

  2. Click OK, and in the next dialog box, click Close.

  3. When you are ready to transmit the requests to the specified credit bureau, do the steps to Create a SmartALX Import File and Process Credit Bureau Report Requests Using SmartALX.