Manual Assignment Report

The Manual Assignment Report displays the loans that are manually assigned to a worklist. Loans that are manually assigned to a worklist are not reassigned to another worklist during the Download, so this report can be used to determine why a loan is not in the expected worklist.

A loan that is manually assigned to a worklist appears in the worklist even if it does not meet the criteria defined in System Management > Collection > Worklist Assignment.

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

The report is generated with the following filters.

Filter

Description

User ID

By default, the ID of the user currently logged into Elements is displayed.

Assigned By

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

Users may be restricted to their own user 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.

Assigned From Date

By default, the first date of the current month is populated in this field. If desired, use the calendar icon to select a new date to serve as the start of the date range to include in the report results. Loans manually assigned since this date are included in the report results.

Assigned To Date

By default, the last date of the current month is populated in this field. If desired, use the calendar icon to select a new date to serve as the end of the date range to include in the report results. Loans manually assigned until this date are included 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.