Access this screen by selecting Tool 595: Portfolio Analysis - Loans.
This tool gives a quick a snapshot of your entire loan portfolio. This tool is the easiest and best way to get a picture of your rates across all member accounts.
The export from this dashboard will not include employees with an insider/employee type >0.
Choose which data you’d like to use (current or any of the three prior month-end snapshots) and how you’d like the accounts to be grouped for analysis purposes. For the Organize by G/L accounts option you’ll need to select one of your Budget Group codes, and for the Organize by Business Unit option you’ll need to choose a single Business Unit code to show only those loan categories. The Loan Portfolio dashboard will appear next.
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