The Worklist Detail Report displays the loans scheduled for follow-up in specified worklists. The loans are listed in the order in which they are presented to be worked and includes the loan's current balance and current amount due.
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Access to this report is controlled through administrator-defined Security Profiles. |
The report is generated with the following filters.
| Filter |
Description |
| Follow-up From Date |
Use the calendar icon to select a date to serve as the start of the date range to include in the report results. Follow-ups scheduled since this date are included in the report results.
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By default, this field is blank to include all follow-up dates in the report results. |
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Select the NULL check box to include any follow-up date in the report results. |
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| Follow-up To Date |
Use the calendar icon to select a date to serve as the end of the date range to include in the report results. Follow-ups scheduled until this date are included in the report results.
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By default, this field is blank to include all follow-up dates in the report results. |
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Select the NULL check box to include any follow-up date in the report results. |
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| Worklist |
From the drop-down, select the worklists to include in the report results. Accounts in the selected worklists are included in the report results.
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Users may be restricted to their own worklists depending on configuration of their Security Profile in System Management >Collection > Security Profiles. |
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Change any of the filters and click View Report to regenerate the report using the new parameters.
Refer to the Reports in Elements topic for information on the report's toolbar.
