View the Request Information from the Guarantor Portal Dashboard

Updated January 11, 2023 16:44.

Prerequisites

Contact your Finance Active consultant to enable your access to the Guarantor Portal module.

Navigate to the Guarantor Portal Dashboard

The dashboard shows the requests submitted to the guarantors and their processing status.

By default, the dashboard displays requests in chronological order of the due date.

In the context of an amendment request, the amount displayed on the dashboard can be positive or negative.

It presents the following features:

#	Description
A	Search for requests by: Request Reference Corporate Guarantee Reference Guarantor Guarantee Reference
B	Drag a column header to move the corresponding column from left to right and vice versa. Click the funnel icon on a column header to define sorting criteria. Sort data in columns. Click a column header: Once, to sort by ascending alphabetical or numerical order. An arrow directing to the top ↑ displays beside the sorted item. Twice, to sort by descending alphabetical or numerical order. An arrow directing to the bottom ↓ displays beside the sorted item. Three times, to cancel sorting. No arrow displays.
C	Choose the data to display on the dashboard by selecting/deselecting the relevant columns in the expanded panel (e.g. the request reference, the request author or the request with a new comment).
D	Export the list of the requests either in .xslx or .csv format.
E	Click a row to open the corresponding request and view the details.

What's Next?