---
title: "Credit Reports Tab - Customer Account Window"
slug: "credit-reports-tab-customer-account-window"
updated: 2026-08-10T20:22:52Z
published: 2026-08-10T20:22:52Z
canonical: "help.idibilling.com/credit-reports-tab-customer-account-window"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Credit Reports Tab - Customer Account Window

The **Credit Reports** tab is only available on the customer summary window if **Credit Scoring** is enabled in your Permission Profile (under **Security > Profiles > Permission Profiles > Application > CostGuard Client**). It lists the credit reports that have been requested for the displayed customer.

From the **Credit Reports** tab, you can:

- Review the results of a particular credit report request.
- View the details of a particular credit report.
- Request a new credit report for that customer.

To access the customer summary window:
- Click **Customer Search** on the Customer Management toolbar.
- Enter the desired search criteria and click **Search**. The Customer Search window is updated with the search results.
- Either double-click the desired customer or right-click the desired customer and select **View Customer**. This displays the Customer # window.
- Click the **Credit Reports** tab. It lists all credit reports that have been requested for this customer.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/46323.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A49Z&se=2026-11-14T12%3A04%3A49Z&sr=c&sp=r&sig=lZRbCCmYkDSk69kOtkiIsesCudetDQ86Gwq17CTEi2g%3D)

The **Credit Reports** tab provides the following information for each credit report that has been requested for this customer:

| Report ID | Unique ID assigned to this credit report by the IDI platform. |
| --- | --- |
| Request Date | Date the credit report was requested. |
| Report Status | Status of the credit report: - No Response Received - Response Received - Request Rejected - No Match Found |
| Report Result | User-defined status. |
| Credit Class | Credit Class assigned to this customer, based upon the Score returned in this credit report. |
| User Name | User name of the person that requested the credit report. |
| Status Message | User-defined status. |
| Provider | Name of the credit bureau that generated the credit report. |
| Request Count | Number of times this credit report request was submitted to the credit bureau. |

- To view the results of a particular credit report request, either double-click the desired credit report or right-click the desired credit report and select **View Credit Report**. This displays the selected credit report in the Credit Report window.
- To view the details of a particular credit report, right-click the desired credit report and select **View Credit Report Details**. This displays the detailed results for the selected credit report in the Credit Report # Details window.

> [!NOTE]
> Note
> 
> **View Detail** must be enabled in your Permission Profile (under **Security > Profiles > Permission Profiles > Application > CostGuard Client > Credit Scoring**). If not, the **View Credit Report Details** option is not provided in the submenu.
- To request a new credit report for this customer, right-click anywhere in the data table, select **New Credit Report**, and select the desired credit bureau from the submenu. This displays the New Credit Report Request window for the selected credit bureau.

> [!NOTE]
> Note
> 
> **New** must be enabled in your Permission Profile (under **Security > Profiles > Permission Profiles > Application > CostGuard Client > Credit Scoring**). If not, the **New Credit Report** option is not provided in the submenu.