Backlog Report

The Backlog Report is used to indicate the degree in which a user's work is falling behind and identifies the loans that require immediate attention. Any client with a delinquent or locked loan with a follow-up date that is more than a specified number of days in the past is included in the report results.

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

The report is generated with the following filters.

Filter

Description

Days Back

By default, this is 0 to indicate all loans with a follow-up date in the past.

Enter a negative number to include all backlogged clients as well as any clients with follow-up dates in the future. For example, enter -1 to include all loans with a follow-up date of tomorrow or earlier.

Worklist

By default, all worklists are selected. From the drop-down, select the worklists to include in the report results. Loans 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.

Loan Status

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

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.