Loan Transaction Analysis Report
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Overview of IL615
The Loan Transaction Analysis report generates a summary of all loan transactions within the specified date range, including principal payments, adjustments, interest payments and other information. The summary can be sorted by either state or loan type order, and can be filtered by loan type. To run the report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Loans
- Double-click Reports
- Double-click 615 Loan Transaction Analysis. The parameters screen will launch:
You have the following fields available:
Field | Description |
---|---|
Start date | Enter the beginning date for the range you wish to generate the report for. You can type this in mm/dd/yyyy format or click the calendar icon to select a date |
End date | Enter the ending date for the range you wish to generate the report for. You can type this in mm/dd/yyyy format or click the calendar icon to select a date |
Loan types | If you wish to filter the results by 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 available loan types in the system |
Sort order | Click the drop down arrow to select one of the two available sort orders. Your choices are state or loan type |
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 of the output.
Security Function
Users must pass the security function listed below in order to run this report.
LNTRANINQ