Access to this report is controlled by your Security Profile.
This report breaks down your collections portfolio into Active and Charged-off loans. Active loans are divided into three aging categories based on 2 user-defined thresholds. For each age category, the report lists the number and total amount due for the relevant loans. Loans can be grouped according to one of the following fields: Loan group, loan type, loan officer, repo dealer, or worklist. This report can also be filtered by worklist.
- Select Past Due Custom Summary from the Reports tab on the Desktop.
- Click Run Report.
- The report will be generated using the default settings. For this report, the default settings are Days Past Limit Column 1 and 2, GroupBy Loan Type, Worklists, and total Delinquent Amount.
- If you wish you can change the default settings.
Default Settings Description Changes to Default Settings Days Past Limit Column 1/Column 2
Enter the ending number of days for columns 1 and 2.
The title of the first column (Field) will be changed to reflect the custom label for Group By field.
GroupBy Enter the Group By to define the report rows. Select one of the following fields:
- Loan Group
- Loan Officer
- Loan Type
- Repo Dealer
- Worklist
Worklist Select worklist(s). Some users may be restricted to their own worklist, depending on their Security Profile.
Delinquent Amount Choose either amount due or current balance 
- Click View Report.
- If you want to print, save or export the report, select the report destination.