Reporting by File or by Client

Creating and sending reports can be daily, weekly and/or monthly occurrences. Use Anva's Reports feature to keep your clients up to date on how collections are progressing. Reports can be generated by users at the firm and by Agents and Clients (when signed-up) through the Client Portal.

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Exporting data

With Anva you can export lists of information as a spreadsheet. For example, you can export a list of the files that are listed under a specific management company and provide them with data in an instant.

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Reports for archived data

Sometimes you need to go back to an old file that has already been archived. With Anva, viewing archived files takes just a few clicks to access. When data is archived in Anva, it doesn't leave your system; it is just hidden from view and can easily be restored and accessed.

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