Worklist Summary Report

The Worklist Summary Report displays the number of follow-ups scheduled for today and the next six days in each worklist. It indicates the number of users assigned to each worklist, the total number of loans, the total balances and 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.

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.