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.