Worklist Load Report

The Worklist Load Report divides active loans into categories based on days delinquent and lists a count of the number of loans and the total amount due for each category in a worklist. Results can be based on Current Balance or Current Amount Due.

Access to this report is controlled through administrator-defined Security Profiles.

The report is generated with the following filters.

Filter

Description

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.

Users may be restricted to their own worklists depending on configuration of their Security Profile in System Management >Collection > Security Profiles.

Report By

From the drop-down, select to include Current Balance or Current Amount Due in the report results.

Loan Status

From the drop-down, select the loan statuses to include in the report results.

Column 1 - 6

In each Column field, enter the days delinquent used to define the report columns.

In the example pictured above, loans with a days delinquent from the value listed in column 1 to the value listed in column 2 (e.g. 10 to 29 days) are displayed in the first column of the report. The second column is for loans with a days delinquent greater than and equal to the value in column 2 but less than the value in column 3 (e.g. 30 to 59 days).

Delinquent/Locked

From the drop-down, select the delinquent and locked statuses to include in the report results.

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.