Loan Master File Status Report
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Overview of IL613
The Loan Master File report can be run based on several parameters. It also has two report versions - summary and detailed. The summary version displays information such as principal paid year to date and total to date, interest paid year to date and total, times delinquent and other details. The detailed version adds additional details, such as regular payment amount, total advances, number of tax payments and other information. To run the report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Loans
- Double-click Reports
- Double-click 613 Loan Master File Status Report. You'll see this screen:
You have these options:
| Field | Description |
|---|---|
| Loan numbers | If you wish to filter the report for one or more loan numbers, you can do that here. Enter one or more loan numbers, separated by commas, or click the list icon to select from a list of loans in the system. Leave this field blank to run the report for all loans |
| Accounts | If you wish to filter the report for one or more accounts, you can do that here. Enter one or more account numbers, separated by commas. Leave this field blank to run the report for all accounts |
| States | If you wish to filter the report for one or more states, you can do that here. Enter one or more state codes, separated by commas, or click the list icon to select from a list of states. Leave this field blank to run the report for all states |
| Loan types | If you wish to filter the report for one or more loan types, you can do that here. Enter one or more loan type codes, separated by commas, or click the list icon to select from a list of loan types in the system. Leave this field blank to run the report for all loan types |
| Loan status | If you wish to filter the report for one or more loan statuses, you can do that here. Enter one or more loan status codes, separated by commas, or click the list icon to select from a list of loan statuses in the system. Leave this field blank to run the report for all loan status codes |
| Report version | Choose whether you wish to receive the report output in summary or detailed format |
| Sort order | Choose how you want to have the report output sorted. Your options are: Registration, Loan number, state/city/name, or general ledger |
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. You will now see output similar to the samples you can view below. Click the icons to view either the Summary or Detailed sample outputs.
Security Function
Users must pass the security function listed below in order to run this report.
LNINQ
