Line of Credit Maintenance Fee Report
Overview of IL837
The Line of Credit Maintenance Fee report lists all lines of credit for which maintenance fees are owed. It allows you to create notices for your borrowers or generate the report, and also allows you to output the report information to a csv file. The report output includes information such as the line number, borrower name and address, and maintenance fee owed. The report also summarizes the report information in a total section at the end of the report. To run this report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Line of Credit
- Double-click Reports
- Double-click 837 Line of Credit Maintenance Fee Report. The parameters screen will launch:
The following fields are available on this screen:
Field | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Create merge | If you select this option, two additional fields will be enabled:
| ||||||||||||
Transfer method | Click the drop down to select either Report only or System File. If you select system file, an additional field will be enabled. Type the network path and file name or click the folder icon to select the location that you wish to save the file |
Mailmerge Fields
This report generates mailmerge data (max 50) and has the potential to include the following fields.
Name | Description |
---|---|
LineNum | |
RegID | |
Borrower | |
addr2 | |
addr3 | |
addr4 | |
addr5 | |
addr6 | |
addr7 | |
addr8 | |
MaintenanceFee |
Merge Form Selection Rules
Based on user-provided report criteria
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
Option | Description |
---|---|
Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
Print via PDF | Prints directly to your printer. |
This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
Extra copies | If you want extra copies of the report generated, type the number in this field |
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. If you opted to create notices, you will now have to merge the documents.