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Financing Reports

View and analyze Wisetack financing applications and prequalifications to track customer financing status and approved amounts.

Financing Reports in PaintScout let you view and analyze your customers' Wisetack financing applications and prequalifications in one place.

The Wisetack integration is only available to companies located in the United States.

What are Financing Reports?

Financing Reports is a reporting tool for businesses that offer customer financing through Wisetack. It provides an overview of all prequalification and financing application statuses.

How do I access Financing Reports?

  1. Log in to your PaintScout account and go to the Reports tab.

  2. Under the Payments section, select Financing Applications.

Screenshot showing the Reports tab with the Financing Applications option under the Payments section

What information is included?

Each report row shows the application date, contact name, application status, application link, amount requested, and approved amount.

Screenshot showing the Financing Reports table with columns for application date, contact name, status, link, amount requested, and approved amount

How do I filter and export the report?

Narrow your results by setting parameters in the Filters section on the right side of the page.

Screenshot showing the Filters section for the Financing Reports with options to set reporting parameters

Click the Export button in the Summary header to download a .CSV file to your device.

Screenshot showing the Export button in the Financing Reports summary header for downloading a CSV file

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