Collapse All Expand All

The Client Group Summary Report provides a summary of the clients linked to specific Client Group Codes.

Access to this report is controlled by your Security Profile.

• Select Client Group Summary from the Reports tab.
• Click Run Report.

• The report will be generated using the default settings. For this report the default settings are all client records linked to any client group provided they have a linked Active or Charged-off loan that is delinquent and/or locked.

• If you wish you can change the default settings.

  Default Settings	Description	Changes to Default Settings
  Client Group	Select one or more client groups from the dropdown list.
  Loan Status	Select loan status(es).
  Worklist	Select worklist(s). Some users may be restricted to their own worklist, depending on their Security Profile.
  Delinquent Locked	Select the delinquent/locked status.

• Click View Report.
• If you wish to save, print or export the report, select the report destination.

Report Information