Past Due Custom Summary

The Past Due Custom Summary Report divides active and charged-off loans into categories based on days delinquent and lists a count of the number of loans and the total amount for each category. The loans can be grouped by Loan Group, Loan type, Repo Dealer or worklist.

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

The report is generated with the following filters.

Filter

Description

Days Past Limit Column 1

Enter the ending days past value to include in column 1 of the report. For example, if 29 is entered, column 1 displays information for 0-29 days past due.

Days Past Limit Column 2

Enter the ending days past value to include in column 2 of the report. For example, if 59 is entered and 29 is the value defined in the Days Past Limit Column 1, column 2 displays information for 30-59 days past due.

Group By

From the drop-down, select the value used to group the report results. This defines the report rows.

The title of the first column (Field) is updated to reflect the value chosen in the Group By field.

Worklist

From the drop-down, select the worklists to include in the report results. Loans 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 Amount

From the drop-down, select if the report should use the Current Amount Due or Current Balance as the delinquent amount.

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.