Printing the Loan Classification Report
Screen ID: Screen Title: Panel Number: Report Name: |
LCLSSC-01 Classification Code Report 591 LCLS1, LCLS2 |
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Access this screen by selecting Tool #656: Loan Classification Report.
This screen is used to produce a report showing all loan accounts which have been flagged with a Loan Classification Code. Two reports are actually produced: one showing current loans and another showing loans in your credit union's Written Off category (usually 99). The reports include reserve percentage and balance information, in addition to basic information about the loan accounts.
Select whether to sort the records by account, classification code or loan category. This is a required field.
To specify a range of accounts, use the Account # From and To columns. (To include a single account or classification code, use the same number in both columns.)
To specific classification codes or loan categories, use the Select button to reveal a screen - then hold down the Ctrl key to select the desired items. Use select to return to the selection screen. The screen will indicate the number of selected items. By default all classification codes and loan categories are selected.
When ready, use Enter to produce the report and return to the Home Page.
Report Samples
1/09/13 11:26:16 TEST CREDIT UNION LCLS1 PAGE
RUN ON 1/09/13 LOAN CLASSIFICATION REPORT USER
AS OF 01/2013
CORP ID 01
SORT BY ACCOUNT
CLASS LOAN CURRENT RESERVE RESERVE
CODE ACCOUNT CATEGORY BALANCE PERCENTAGE BALANCE PAST DUE SECURITY CODE & DESCRIPTION
1 6966 605 99 6,423.36 .0% .00 6,423.36 35 SCH/BIERLE
3 12381 645 99 751.94 50.0% 375.97 751.94 09 MISCELLANEOUS
TOTAL BALANCES 7,175.30 375.97 7,175.30
# OF LOANS: 2
GRAND TOTALS: 7,175.30 375.97 7,175.30
# OF LOANS: 2
***END OF REPORT***
1/09/13 11:26:16 TEST CREDIT UNION LCLS2 PAGE
RUN ON 1/09/13 LOAN CLASSIFICATION REPORT USER
WRITTEN OFF LOANS
AS OF 01/2013
CORP ID 01
SORT BY ACCOUNT
CLASS LOAN CURRENT RESERVE RESERVE
CODE ACCOUNT CATEGORY BALANCE PERCENTAGE BALANCE PAST DUE SECURITY CODE & DESCRIPTION
1 6966 605 99 6,423.36 .0% .00 6,423.36 35 SCH/BIERLE
3 12381 645 99 751.94 50.0% 375.97 751.94 09 MISCELLANEOUS
TOTAL BALANCES 7,175.30 375.97 7,175.30
# OF LOANS: 2
GRAND TOTALS: 7,175.30 375.97 7,175.30
# OF LOANS: 2
***END OF REPORT***