Promise Detail Report

The Promise Detail Report displays the promises entered by individual users for each loan entered within a certain time period. It also indicates the number and percentage of loans in each promise status for individual users.

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

The report is generated with the following filters.

Filter	Description
Entered 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. Promises entered into Elements since this date are included in the report results.
Entered 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. Promises entered into Elements until this date are included in the report results.
Promised From Date	Use the calendar icon to select a date to serve as the start of the date range to include in the report results. Funds promised by account holders since this date are included in the report results. By default, NULL is selected to include all dates in the report results.
Promised To Date	Use the calendar icon to select a date to serve as the end of the date range to include in the report results. Funds promised by account holders until this date are included in the report results. By default, NULL is selected to include all dates in the report results.
Entered By	From the drop-down, select the users to include in the report results. Promises entered by the selected users are included in the report results. By default, all users are selected.
Promise Status	From the drop-down, select the promise statuses to include in the report results. By default, all statuses are selected.
Loan Status	From the drop-down, select the loan statuses to include in the report results. By default, all statuses are selected.
Report By	From the drop-down, select whether to include the loan's Current Amount Due or Current Balance in the report results. This information is recorded when a promise is entered on a loan.

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.