Download Summary Report

The Download Summary Report displays a summary of the download results. It includes the total number of records in each import file broken down by new, updated, rejected, etc.

This report summarizes the results of the last Download. It includes the counts and balances of all records in each import file. Access to this report is controlled by your Security Profile.

Select Download Summary Report from the Reports menu.
Click Run Report.

If you wish to print, save or export the report, select a report destination.

The report includes the following information:

Clients

Field	Description
Import ID	Import Type name (e.g. XP SHO or Visa File)
New	Client records added to the Collection Element for the first time.
Updated	Client records that were in the Collection Element already but were updated by the last Download.
Local	Client records that are in the Collection Element and that had information in the import files but which were not updated since they have been flagged as locally maintained.
Rejected	Client records that were in the import files but that were not loaded through the Download since there was invalid data in that record.
Total	Total number of records in the client import file.

Contacts

Field	Description
Import ID	Import Type name (e.g XP SHO or Visa File)
New	Contact records added to the Collection Element for the first time.
Updated	Contact records that were in the Collection Element already but were updated by the last Download.
Local	Contact records that are in the Collection Element and that had information in the import files but which were not updated since they have been flagged as locally maintained.
Rejected	Contact records that were in the import files but that were not loaded through the Download since there was invalid data in that record.
Total	Total number of records in the contact import file.

Loans

Field	Description
Import ID	Import Type name (e.g. XP SHO or Visa File)
New	Loans that are newly delinquent. The loan record may have already existed in the Collection Element. Other than on your go-live date, you should never see all loans flagged as New. If you do, there has been a problem in your Download and you should stop work in the Collection Element and contact your IT department immediately.
More	Loans that were delinquent yesterday, are still delinquent in the last Download but the Amount Due on the loan has increased.
Less	Loans that were delinquent yesterday, are still delinquent in the last Download but the Amount Due on the loan has decreased.
Unchanged	Loans that were delinquent yesterday, are still delinquent in the last Download and the Amount Due on the loan has not changed. If you see all loans flagged as Unchanged, it is highly likely that the last Download imported the previous day's import files. If you see this, contact your IT department and have them check the Download.
Non-delinquent	Loans that were included in the import files but which were not delinquent. The information on these loans was loaded.
Local	Loan records that are in the Collection Element and that had information in the import files but which were not updated since they have been flagged as locally maintained.
Rejected	Loan records that were in the import files but that were not loaded through the Download since there was invalid data in that record.
Total	Total number of records in the loan import file.

Transactions

Field	Description
Import ID	Import Type names (e.g. XP SHO or Visa File).
Imported	Transaction records that were loaded.
Rejected	Transaction records that were in the import files but that were not loaded through the Download since there was invalid data in that record.
Total	Total number of records in the transaction import file.