Active Loan Summary
Jump to navigation
Jump to search
Overview of IL259
The Active Loan Summary report provides information on total number and amount of loans by loan type. The report output lists the loan type, GL account, count of loans, and balance of loans by type, with a total at the end. To generate the report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Loans
- Double-click Reports
- Double-click 259 Active Loan Summary. The parameters screen will launch:
You have the following fields available on this screen:
| Field | Description |
|---|---|
| Base date | Enter the date you wish to use for the report. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Loan types | If you wish to report against one or more loan types, you can do so here. Type the loan type code or codes, separated by commas, or click the list icon to select from a list of active loan types in the system. Leave the field blank to report against all loan types |
Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.
