Loan Listing by Monitor Code

Overview of IL633

The Loan Listing by Monitor Code provides basic information based on the loan monitor and/or loan processor assigned to each loan. The report output includes information such as the borrower name and address, the loan number, registration number, loan status, monitor code, processor code, loan type, adjustment method and adjustment date. To run this report:

• From the DDI Connect main menu, double-click Financial Services
• Double-click Loans
• Double-click Reports
• Double-click 633 Loan Listing by Monitor Code. The parameters screen will launch:

The following fields are available on this screen:

Field	Description
Sort method	Click the drop down arrow to select the report sort method. Your options are Monitor or Processor
Loan monitor	If you wish to report on one or more loan monitors, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active loan monitors in the system. Leave the field blank to report on all loan monitors
Loan processor	If you wish to report on one or more loan processors, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active loan processors in the system. Leave the field blank to report on all loan processors
Loan types	If you wish to report on one or more loan types, you can do so here. Type the 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 on all loan types
Loan status	If you wish to report on one or more loan statuses, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active loan status codes in the system. Leave the field blank to report on all loan statuses
Adjust methods	If you wish to report on one or more loan adjustment methods, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active adjustment methods in the system. Leave the field blank to report on all loan adjustment methods

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.
Email	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.

Security Function

Users must pass the security function listed below in order to run this report.

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