Loan Past Due Report
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Overview of IL422
The Loan Past Due report locates loans that are past due based on expected payments due and the actual payments received. You have multiple options for filtering the report and sorting the results, and can opt to email the results or export to a csv format. The report applies criteria from the report screen and checks to see if the delinquent flag is marked on the loan. It then calculates the past due (based on payment history) and reports out whether or not the loans are past due, broken out by months. This report differs from IL656 in that it checks for the delinquent flag prior to reporting.
To run the report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Loans
- Double-click Reports
- Double-click 422 Loan Past Due Report. You will see this screen:
You have the following options:
| Field | Description |
|---|---|
| Show past due status as of | Select the date that you wish to search for past due loans as of. You can type the date in or click the calendar icon to select the date you wish to use |
| Loans | If you wish to filter on specific loans, you can type one or more loan numbers into this field, separated by commas, or you can click the list icon to select from a list of loans. Leave this field blank if you wish to search for all past due loans |
| Loan types | If you wish to filter on specific loan types, you can enter one or more types in this field, separated by commas, or you can click the list icon to select from a list of loan types |
| Loan status | If you wish to filter on specific loan statuses, you can enter one or more status codes in this field, separated by commas, or you can click the list icon to select from a list of loan statuses |
| Region | If your organization utilizes regions and you wish to filter the report based on one or more regions, you can type one or more region codes in this field, separated by commas, or you can click the list icon to select from a list of regions in your system |
| States | If you wish to filter on specific states, you can enter one or more states in this field, separated by commas, or you can click the list icon to select from a list of states |
| Maximum past due | This report will display individual columns for up to 6 months past due. You can configure your results to display between 3 and 6 columns |
| Accumulate on last month (last month past due and beyond) | If you select this option, loans that are past due beyond the selection you made in the Maximum past due field will accumulate on the last month. For example, if you select 3 months, and you have loans that are more than 3 months past due, the 3 months past due column will contain those accumulated amounts |
| Sort Mode | Click the drop down arrow on this field to select your sort mode. Your options are: Monitor, GL Account, Region, State or Months Past Due |
| Transfer mode | If you wish, you have the option of transfering the report results via either email or system file. If you select system file, a field appears that allows you to indicate the file name and where to save on the system. Selecting email will enable a field for the email address |
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 receive results that look similar to this. Click the icon to view a sample output of this report.
Security Function
Users must pass the security function listed below in order to run this report.
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