Printing the Loan Classification Report

Screen ID: 

Screen Title: 

Panel Number:

Report Name:

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LCLSSC-01

Classification Code Report

591

LCLS1, LCLS2

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Click here to magnify

 

Access this screen by selecting  Tool #656: Loan Classification Report.

Want to make loan classification easier? Use our Building the Factory series to complete this process from start to finish!

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

Classified Loans

  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***

 

 

Written Off Loans

  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***

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#LCLSSC-01.htm