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Report an Account to Credit Bureaus

Use the Summary tab on the CB Reporting panel to report the account displayed in the Work Form to credit bureaus when a report is not due. When reporting accounts to credit bureaus, ensure that your organization is in compliance with Federal and State laws regarding credit reporting.

To report an account to credit bureaus

  1. In the Reference Panel navigation bar, click Available Panels and then click CB Reporting.

  2. Click the Summary tab.

CB Reporting panel - Summary tab

  1. Click Report. The system includes the account in the next file that you create and send to the credit bureaus.

Related Topics

Credit Bureau Reporting