Loan Detail Listing by Type Code
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Contents
Overview of Report il325
The Loan Detail Report provides loan summary information, sorted by loan type or region. The report displays a high level of summary information for the types that you select, including loan number, status, interest rate, last and next payment dates, maturity date and original balance.
Report Criteria Example
Report Criteria Fields
Field | Description |
---|---|
Base date | Enter the date you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Loan types | To filter the report results by loan type(s), you can type the code or codes here, separated by commas, or click the list icon to select from a list of active loan type codes within the system. Leave this field blank to report against all loan types |
Regions | To filter the report results by loan regions(s), you can type the code or codes here, separated by commas, or click the list icon to select from a list of regions within the system. Leave this field blank to report against all loan regions. The region label is configurable via the Connect-FR settings screen |
Loan status | To filter the report results by loan status code(s), you can type the code or codes here, separated by commas, or click the list icon to select from a list of active loan status codes within the system. Leave this field blank to report against all loan status codes |
Sort mode | Loan type or Region |
Loan balance range/thru | To report only against loans with a certain balance, enter the beginning and ending amounts that you wish to report against |
Export | Toggle to export results in a comma delimited fashion to the filename provided below |
Filename |
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 |
Report Example
Export File Layout
Report results are exported in the order described below.
Label | Description |
---|---|
Region | Client-defined Region label |
Loan Type | |
Loan Number | |
Primary Borrower Name | |
City | |
State | |
Interest Rate | |
Current Balance | |
Last Pmt Date | |
Pmt Due Date | |
Past Due Payment | Tally of due/paid records less than or equal to chosen base date |
Maturity Date | |
Commitment Date | |
Commitment Amount | |
Federal Call Code | aka Loan Type |
Address Line 1 | |
Address Line 2 | |
Original Risk Rating | |
Current Risk Rating | |
Current Risk Rating Date | |
Calculated Risk Rating | |
Valuation Date | |
Valuation Amount | |
Valuation Type |