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The Worklist Changes Detail Report shows the changes in the number of accounts and the balances of the accounts for each worklist, daily. The report can be printed based on the account balance or the current amount due. Each time the download runs, it tracks the opening status of each worklist and then the changes that are made during that download (accounts moving into and out of a worklist based on changes in the status of the loan).

This report will help track the amount collected by worklist per day. If a date range is entered, the report will display information for each day in the date range.

Access to this report is controlled by your Security Profile.

• Select Worklist Changes Detail from the Reports tab on the Desktop.
• Click Run Report.

• The report will be generated based on the default settings for the report. The default is that the report will be printed for all worklists and will list changes (in count and balance) for the current calendar month.

• If you wish you can change the report values:

  Default Settings	Description	Changes to Default Settings
  Download Date From/Dowload Date To	Change one of the dates in the 'Download Date From' and 'Download Date To' date fields.
  Worklist	Select worklist(s). Some users may be restricted to their own worklist, depending on their Security Profile.
  Report By	Select either Amount Due or Current Balance to show changes.

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

Report Information