The Schedule Report provides a record of all scheduled follow-ups for a particular user. The loans are displayed on the report in the order in which they are presented for work.
Access to this report is controlled by Security Profiles.
Running the Report
To run the Schedule Report, navigate to the Reports tab on the Home Dashboard. Click to highlight Schedule and click Run Report.
The report is generated in a new window using the default settings. For this report, the default settings are all accounts for all users scheduled for follow-up today. This means that any account with a follow-up date in the past plus those with the current date are selected.
The default settings for the report can be changed however using the fields defined below.
| Field | Description | ||
| Follow-up Date From | Select the start date of the range to include in the report. Click the NULL checkbox to generate report results regardless of dates. | ||
| Follow-up Date To | Select the end date of the range to include in the report. Click the NULL checkbox to generate report results regardless of dates. | ||
| User |
Select all users or specific users from the drop-down. Each User ID configured in the system is listed. If this report is generated for more than one user, accounts scheduled for follow-up by all selected users are displayed in their order of priority.
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When finished changing the report settings, click View Report. The report regenerates with the new settings.
If desired, save, print, or export the report.
Report Fields
The following fields are displayed on the Schedule Report.
- Follow-up Date and Time
- Loan Priority
- Branch
- Client Number
- Client Name
- Loan Number
- Loan Type
- Loan Status
- Worklist
- Current Balance
- Current Amount Due
- Priority Amount
If two accounts have the same Priority List, Priority Order and Follow-up Date, the account with the highest Priority Amount is presented to be worked first. This value is set in the download.