How do I change or stop a report, or stop reporting?

  • Change on a report edits its name, how often it's due, the day, the first period and where it comes from. Periods already sent stay as they were; a new day moves the dates of the ones not sent yet.
  • Stop on a report means nothing more is due. What was sent stays in the folder.
  • Add a report, below the others, adds one the lender asks for later.
  • Stop reporting stops every report and every reminder. The folder, what's in it and the lender's access stay.

Stopped reports are listed below the others. You can set reporting up again later, and a report with the same name doesn't ask again for what the lender already has.

Still stuck? Write to hello@1936ai.com and a person will answer.