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Create a Credit Report Request Query

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

To create a credit report request query

In the Main Menu window, from the Tools menu, click CBR Requester. The Credit Report Requester window appears.

Credit Report Requester window

Note: The system selects Exclude Duplicate Records to prevent you from requesting multiple credit bureau reports for the same SSN. You cannot clear this setting.

To limit the query results to a specific number of records, select Maximum Records and then, in the box, type the maximum number of records to include in the results.
In the Conditions pane, the Debtor Type condition is included by default. To modify the condition, do the following:

Double-click the Debtor Type condition. The Debtor Type dialog box appears.

Debtor Type dialog box

Do one of the following:
To include a value, click Value is one of the following.
To exclude a value, click Value is not one of the following.
Select a check box to include a customer, or clear a check box to exclude a customer and then click Okay.

Note: To delete the condition, right-click the condition and then click Delete. In the confirmation dialog box, click Yes.

In the Conditions pane, do the following as necessary:

In the Order pane, do the steps to Specify the Sort Order for Query Results.
To count the number of records that match the selection criteria, in the toolbar, click Count. The results appear in the Query Designer dialog box. Click OK.
To save the query, do the following:

In the toolbar, click Save. The Save Query Dialog box appears.

Save Query Dialog box

In the Query Name box, type a name for the query and then click Save.

Tip: To overwrite an existing query, in the Name column, click the query to overwrite and then click Save.

To run the query to generate credit report requests, do the steps to Generate Credit Report Requests.