Simplifying SAT Reports How to Generate Insightful Data

How do I generate SAT Reports with custom fields and filters?

Access the SAT Report Section:

• Navigate to the SAT Report tab in the platform.

• Start Date and End Date:
  • Define the time range for the report.
• Requirement Field:
  • Select criteria such as direct client, layer, or other options to refine the report.
• Status:
  • Choose relevant statuses like submitted, screening completed, rejected, or hold to categorize the data.

Generate the Report:

• Click Generate Report to retrieve and display the filtered data.