Loan Supporting Funds Statements
Overview of IL456
This report is generated to send statements to supporting congregations. It includes the number of Loans, number of Investments, number of Investors, total amount of supporting funds, Loan balance, rebate amount for each specific month, Investment percentage and the cumulative total of the Loan Rebate earned. To generate this report:
From the DDI Connect main menu, double-click Financial Services Double-click Loans Double-click Reports Double-click 456 Loan Supporting Funds Statements. The parameters screen will launch:
You have these options:
| Field | Description |
|---|---|
| Date range | Enter the date range you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date.
NOTE: On statements, the rebate will only populate for all the Fiscal Year months if your start date includes those months. For example, to see January 1st thru March 31st rebate amounts populated on the statement, you would enter a start date of 01/01/XX thru 03/31/XX. If you do not enter in the entire date range, it will only show the rebate amount for the month you enter into the date range. |
| Borrower PIN (optional) | If you would like to run this report for a specific PIN, enter that here or use the search icon to select |
| Loan types (optional) | If you wish to generate statements for only certain loan types, you can enter that information here. Enter the loan type or types, 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 generate statements for all loan types |
| Loan categories (optional) | Enter one or more comma separated loan categories or click the list icon to select from a list of possible loan categories. Leave the field blank to generate statements for all loan categories. |
| Include all churches | Check this box to include all churches |
| Generate statements | Check this box to generate statements |
| Correspondence method (optional) | Choose the correspondence method |
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 |
