You can now receive a daily report straight to your inbox, summarizing: ✅ New Deals ✅ Submitted Deals ✅ Approved Deals ✅ Funded Deals
How It Works
Reports include all deals that were created, submitted, approved, or funded in the last 24 hours.
Emails are sent automatically at 6 AM every morning.
Why an older funded deal is missing from the report
Why an older funded deal is missing from the report
Funded deals only appear in the daily report if they were funded within the last 24 hours. If a deal was funded earlier, it is expected to be missing from that morning’s email.
To review funded deals that fall outside the 24-hour window, open the deal in the app or export your data to CSV.
How to Enable Daily Reports
Click your profile icon in the bottom left corner of the screen.
Select “View Profile”.
Go to the Reports section.
Check the box to enable daily reports.
Once enabled, you’ll start receiving reports in your inbox daily!