What reports are on my Bluevine dashboard?

Reports

The Documents & Reports tab displays all downloadable reports currently available within the dashboard. It consists of two fields: Draws Summary and Transaction History.

Draws Summary

The Draws Summary tab will show each draw number, date, closed date, any credits applied, total repayments, fees, and your current balance. You have the option to view your draw summary within this field based on specific dates or your entire Bluevine history. All draws will be listed separately. 

You’re also able to download this report in an easy-to-use Excel format.

Transaction History

This field consists of the draw date, event (repayment applied, or missed payment ) as well as a debit and credit amount.

*Please call (888) 216-9619 and select option 2, or reach out to your account manager if you need additional support.