Reports / Loan Activity Reports / Loan Report
Loan Report
Loan Report generates daily transaction details for the defined date range at each borrower level.
To generate the Loan report, perform these steps:
1. Go to Reports → Loan Activity Reports → Loan Report. A Loan Report dialog box appears.
2. Enter the start date and end date.
3. Enter the style of the report; Detailed or summary.
4. Click the XLS, PDF or XLSX formats to download the respective formats.
Navigation: Reports → Loan Activity Reports → Loan Report
Refer to the screenshot:
Fields and Descriptions
|
Fields |
Descriptions |
|
Start Date |
Allows to define a start date for the collateral loan charges statement. |
|
End Date |
Allows to define a end date for the collateral loan charges statement. |
|
Style |
Allows to generate a report for Detailed or Summary loan styles. |
|
XLS, PDF and HTML |
Allows to select output format. |
Refer to the screenshot:
