Loans Granted Year-to-Date -Amount

Acct Code

Description

Tip for pulling data stored in CU*BASE

031B

The dollar amount of loans granted year-to-date.

Note: If any loans on your portfolio are not maintained in CU*BASE, include the outside vendor loans.

Use Tool #552 New/Closed/All Accounts Dashboard. Select 1/1/YYYY to quarter end date and the appropriate loan categories. Click the Disbursement Limit option and view the Records analyzed.

Run Tool #554 New/Refinanced Loan History Report. Use disbursement date range 01/01/YYYY to end of quarter.  Review the Summary Report for disbursement totals.

Another option is to run Tool #788 Selective Loan Information Report (Trial balance output) by quarter end date. On the Date Information tab, for ‘Opened’ enter 1/1/XX to quarter end date. From the ‘Selected Loans and Open Credit’ column, use the ‘Total Number of Loans’ and ‘Total Loans Disbursed’.