The Month to Date Portfolio Analysis report allows you to see the loan portfolio numbers, including any changes within the last month.
This report can be found under Operational Reports as well as All Reports.
Clicking on Month to Date Portfolio Analysis will bring you to the report screen where you can select a date for the report to run.
Once you have entered the parameters click 
from the right hand side of the screen.
As the report is running, you will see a notification that the report is loading. Clicking Cancel will abort the reporting process.
Once the report is run, you will see an overview of your company's loan portfolio listed by store.
This report is always run for the entire company. There is not a way to isolate just one store at a time.
The report contains the total amount for the last month as well as amounts for New Loans, Redemptions, Forfeits, and the Ending amount to date. It shows the net change in terms of dollar amounts as well as percentage change.
To learn how to get this tool for your company, please contact Bravo at 888-407-6287.