Loan Group Detail Report

The Loan Group Detail Report provides a detailed listing of loans linked to specific Loan Groups and sub-groups. It includes the loan's follow-up date, days delinquent 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

Loan Group

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

Loan Groups are defined in System Management > Collection > Loan Groups.

Loan Status

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

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. By default, all worklists are selected.

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

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.