The Download Summary Report displays an overview of the last download including the total number of records in each import file and indicates how many are new to Elements, how many were updated, how many are locally maintained and how many were rejected.
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Access to this report is controlled through administrator-defined Security Profiles. |
The report includes the following information:
Clients
| Field |
Description |
| Import ID |
The name of the Import (e.g. XP SHO or Visa File). |
| New |
The number of client records added to the Collection Element for the first time. |
| Updated |
The number of client records in the Collection Element that were updated by the Download. |
| Local |
The number of client records in the Collection Element that had information in the import files but were not updated because they are locally maintained. |
| Rejected |
The number of client records in the import file that were not loaded through the Download because they contained invalid data. |
| Total |
The total number of records in the clients import file. |
Contacts
| Field |
Description |
| Import ID |
The name of the Import (e.g XP SHO or Visa File). |
| New |
The number of contact records added to the Collection Element for the first time. |
| Updated |
The number of contact records in the Collection Element that were updated by the Download. |
| Local |
The number of contact records in the Collection Element that had information in the import files but were not updated because they are locally maintained. |
| Rejected |
The number of contact records in the import file that were not loaded through the Download because they contained invalid data. |
| Total |
The total number of records in the contacts import file. |
Loans
| Field |
Description |
| Import ID |
The name of the Import (e.g. XP SHO or Visa File). |
| New |
The number and total value of loans that are newly delinquent. The loan record may have already existed in the Collection Element.
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Other than on the financial institution's go-live date, all loans should never be considered New. If all loans are considered New, there is an issue with the Download. Stop working in Elements and contact an IT resource immediately. |
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| More |
The number and total value of loans that were delinquent yesterday, are still delinquent in the Download but the Amount Due on the loan has increased. |
| Less |
The number and total value of loans that were delinquent yesterday, are still delinquent in the Download but the Amount Due on the loan has decreased. |
| Unchanged |
The number and total value of loans that were delinquent yesterday, are still delinquent in the Download and the Amount Due on the loan has not changed.
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If all loans are considered Unchanged, it is likely that the Download imported the previous day's files. Contact an IT resource to review the Download and the files imported into Elements. |
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| Non-delinquent |
The number of loans included in the import files that are not delinquent. |
| Local |
The number of loan records in the Collection Element that had information in the import files but were not updated because they are locally maintained. |
| Rejected |
The number of loan records in the import file that were not loaded through the Download because they contained invalid data. |
| Total |
The total number of records in the loans import file. |
Transactions
| Field |
Description |
| Import ID |
The name of the Import (e.g. XP SHO or Visa File).
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| Imported |
The number of transaction records loaded into Elements. |
| Rejected |
The number of transaction records in the import file that were not loaded through the Download because they contained invalid data. |
| Total |
The total number of records in the transactions import file. |
