Loan Past Due Report (656)
Overview of IL656
The Loan Past Due Report produces a loan past due analysis based on a specific client's auditor requirements. Past due amounts are grouped into several past due periods. The report output contains information such as borrower name, loan number, loan type, current amount due, and then past due amounts based on timeframe. For example, 1-30 days, 30-60 days, etc. It also includes a total due column. The report reviews all loans based on the criteria that you entered and calculates the past due (based on payment history) and then reports whether or not loans are past due. This report differs from IL422 in that IL422 checks for the delinquent flag on the loan screens. To run this report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Loans
- Double-click Reports
- Double-click 656 Loan Past Due Report. The parameters screen will launch:
The following fields are available on this screen:
| 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 number | To run the report for a particular loan, type the loan number here or click the list icon to select from a list of loans in the system. Leave the field blank to run for all loans |
| 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 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 |
| Use alternate format | If selected, the report will be generated in the alternate format. See below for examples of the traditional and alternate formats |
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 now generate the report based on the parameters you selected, and display the results. Click below to view samples of the traditional and alternate formats of this report.
