In this lesson participants are introduced to the setup of financial information required for monitoring purposes.

Prerequisites:

Borrower Setup
Borrowing Base Formula and/or Covenant Setup

Duration:

1 hour

Learning Outcomes:    

At the end of this training, participants will be able to:

1. Describe the two types of Reporting Schedules
2. Create the appropriate Reporting Schedule type given the nature of the review
3. Manage your Reporting Schedules