The Worklist Summary Report summarizes the work schedule for each worklist for the next seven days, starting from the current date.
Access to this report is controlled by your Security Profile.
- Select Worklist Summary from the Reports tab.
- Click Run Report.

- The report will be generated using the default setting which is all worklist to which you have access.

- If you wish to change the default settings:
Default Settings |
Description |
Changes to Default Settings |
Worklist |
Select worklist(s). Some users may be restricted to their own worklist, depending on their Security Profile.
|
 |
- Click View Report.

- If you want to print,, save or export the report, select a report destination.
Report Information
The following information is listed for each worklist:
- Number of users assigned to the worklist
- Total number of delinquent or locked accounts assigned to the worklist
- Percentage of the total number of delinquent or locked accounts
- Total balance of the accounts in the worklist
- Percentage of the total balance of all delinquent or locked accounts
- Total amount due on the accounts in the worklist
- Percentage of the total amount due of all delinquent or locked accounts
- The number of days behind on the oldest outstanding account (based on follow-up date)
- The number of backlogged loans (i.e. with a follow-up date earlier than the printing date)
- Number of loans due for follow-up on each day of the upcoming week