Status Report
Overview of IL820
The Status Report allows you to generate a snapshot of status information for lines of credit within your organization. You also have the ability to generate statements that can be sent to your borrowers. The report output contains information such as borrower name and address, line number, line type, description, interest rate, credit limit, credit balance, interest due, adjustment method, date last interest was posted and the next adjustment date. This report differs from the Line of Credit Status Report located within the Loans area of the system in that the lines that appear on IL603 are only those lines that are linked to investments or loans. This reports displays all lines of credit, regardless of whether or not they are linked to investments or loans. To run this report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Line of Credit
- Double-click Reports
- Double-click 820 Status 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 | ||||||||
| Line # | To run the report for a specific line number, enter the line number here or click the list icon to select from a list of lines of credit within the system | ||||||||
| Generate statements | To generate statements for your borrowers, click this box. To generate only the report, leave it unselected | ||||||||
| Form code* | If you elect to generate statements, you can indicate the form to use for the merged statements. Type the form code or click the list icon to select from a list of active forms within the system | ||||||||
| Merge method* | Click the list icon to select the method desired to create the notices. Your options are:
| ||||||||
| Status | If you wish to filter the report results based on the status of lines of credit, click the drop down arrow to select the status you wish to filter on |
Fields marked with an (*) asterisk are only available if the "Generate Statements" field is selected
Mailmerge Fields
This report generates mailmerge data (max 50) and has the potential to include the following fields.
| Name | Description |
|---|---|
| MergeAddress1 | |
| MergeAddress2 | |
| MergeAddress3 | |
| MergeAddress4 | |
| MergeAddress5 | |
| MergeAddress6 | |
| MergeAddress7 | |
| MergeAddress8 | |
| LineNum | |
| RegPin | |
| BaseDate | |
| LineType | |
| Rate | |
| CreditLimit | |
| CreditBalance | |
| RemainLimit | |
| InterestDue |
Merge Form Selection Rules
Based on user-provided report criteria
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. If you elected to generate statements, you will now have to merge them. Click below to view a sample of a line of credit statement.
