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The Loan Group Summary Report provides a summary of the loans linked to specific Loan Groups.

Access to this report is controlled by your Security Profile.

• Select Loan Group Summary from the Reports tab on the Desktop.
• Click Run Report.

• The report will be generated based on the default settings. By default, this report will display all active and charged-off loans that are associated with any loan group, provided they are delinquent or locked.

• If you wish to modify the report you can change any of the following filters:

  Default Settings	Description	Changes to Default Settings
  Loan Group	Select one or more loan 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 print, save or export the report, select the report destination.

Report Information