Quick Loan Summary Report
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Overview of IL604
The Quick Loan Summary Report produces a basic loan report that lists master account and loan information. The report output includes registration information, registration pin, loan number, loan status, commitment amount, advance amount and principal balance. To run this report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Loans
- Double-click Reports
- Double-click 604 Quick Loan Summary Report. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| 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 status | If you wish to report on one or more loan statuses, 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 statuses in the system. Leave the field blank to report on all loan statuses |
| ZIP codes | If you wish to run for one or more ZIP codes, you can do so here. Type the code or codes, separated by commas, or click the icon to search for the ZIP codes. Leave the field blank to report on all ZIP codes |
| Beginning balance | If you wish, you can run the report for only those loans with a certain balance. Type the beginning balance for the range here, or leave blank for all balances |
| Ending balance | Type the ending balance for the range here, or leave blank for all balances |
| States | If you wish to report on one or more states, you can do so here. Type the state code or codes, separated by commas, or click the list icon to select from a list of active state codes in the system. Leave the field blank to report on all states |
| Sort order | Click the drop down arrow to select the sort order. Your options are State or Zip |
| Basis | Click the drop down arrow to choose the selection for the report. Your options are Account or Tax ID |
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 generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.
Security Function
Users must pass the security function listed below in order to run this report.
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