Context Engine Glossary – Date Range

This section is meant to provide examples of how to use each available date range variable. For a better explanation on how the date range variables work see the Date-Range Variables section of the Working with Variables article.

General

The context engine is a large database of retrievable variables, available for use throughout LoanPro software.

Payments

Here's an example of the payments variable:

[[query('payments-total', 'date.range.selection')]] 

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total paid for a specific date range.

Name

Variable

Description

All

[[query('payments-total', 'date.range.all')]]

Displays the total paid on an account.

Custom (X Days Ago & Y Days Ago)

[[query('payments-total', 'date.range.customDays', 5,15)]]

Displays the total paid on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('payments-total', 'date.range.customFuture', 15)]]

Displays the total amount paid to an account within the next 15 days.

Custom (last X days)

[[query('payments-total', 'date.range.customPast', 15)]]

Displays the total amount paid to an account within the last 15 days.

Last Month

[[query('payments-total', 'date.range.lastMonth')]]

Displays the total amount paid to an account last month.

Last Week

[[query('payments-total', 'date.range.lastWeek')]]

Displays the total amount paid to an account last week.

Last Year

[[query('payments-total', 'date.range.lastYear')]]

Displays the total amount paid to an account last year.

Month To Date

[[query('payments-total', 'date.range.monthToDate')]]

Displays the total amount paid to an account from the beginning of the month to the current date.

This Month

[[query('payments-total', 'date.range.thisMonth')]]

Displays the total amount paid to an account within the current month.

This Week

[[query('payments-total', 'date.range.thisWeek')]]

Displays the total amount paid to an account within the current week.

Today

[[query('payments-total', 'date.range.today')]]

Displays the total amount paid to an account today.

Year To Date

[[query('payments-total', 'date.range.yearToDate')]]

Displays the total amount paid to an account from the beginning of the year to the current date.

Yesterday

[[query('payments-total', 'date.range.yesterday')]]

Displays the total amount paid to an account yesterday.

Payments - Interest Paid

Here's an example of the payments - interest paid variable:

[[query('payments-interest', 'date.range.selection')]] 

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of interest paid within a specific date range.

Name

Variable

Description

All

[[query('payments-interest', 'date.range.all')]]

Displays the total amount of interest paid on an account.

Custom (X Days Ago & Y Days Ago)

[[query('payments-interest', 'date.range.customDays',5,15)]]

Displays the total amount of interest paid on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('payments-interest', 'date.range.customFuture', 15)]]

Displays the total amount of interest paid to an account within the next 15 days.

Custom (last X days)

[[query('payments-interest', 'date.range.customPast', 15)]]

Displays the total amount of interest paid to an account within the last 15 days.

Last Month

[[query('payments-interest', 'date.range.lastMonth')]]

Displays the total amount of interest paid to an account last month.

Last Week

[[query('payments-interest', 'date.range.lastWeek')]]

Displays the total amount of interest paid to an account last week.

Last Year

[[query('payments-interest', 'date.range.lastYear')]]

Displays the total amount of interest paid to an account last year.

Month To Date

[[query('payments-interest', 'date.range.monthToDate')]]

Displays the total amount of interest paid to an account from the beginning of the month to the current date.

This Month

[[query('payments-interest', 'date.range.thisMonth')]]

Displays the total amount of interest paid to an account within the current month.

This Week

[[query('payments-interest', 'date.range.thisWeek')]]

Displays the total amount of interest paid to an account within the current week.

Today

[[query('payments-interest', 'date.range.today')]]

Displays the total amount of interest paid to an account today.

Year To Date

[[query('payments-interest', 'date.range.yearToDate')]]

Displays the total amount of interest paid to an account from the beginning of the year to the current date.

Yesterday

[[query('payments-interest', 'date.range.yesterday')]]

Displays the total amount of interest paid to an account yesterday.

Payments - Principal Paid

Here's an example of the payments - principal paid variable:

[[query('payments-principal', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of principal paid within a specific date range.

Name

Variable

Description

All

[[query('payments-principal', 'date.range.all')]]

Displays the total amount of principal paid on an account.

Custom (X Days Ago & Y Days Ago)

[[query('payments-principal', 'date.range.customDays',5,15)]]

Displays the total amount of principal paid on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('payments-principal', 'date.range.customFuture', 15)]

Displays the total amount of principal paid to an account within the next 15 days.

Custom (last X days)

[[query('payments-principal', 'date.range.customPast', 15)]]

Displays the total amount of principal paid to an account within the last 15 days.

Last Month

[[query('payments-principal', 'date.range.lastMonth')]

Displays the total amount of principal paid to an account last month.

Last Week

[[query('payments-principal', 'date.range.lastWeek')]]

Displays the total amount of principal paid to an account last week.

Last Year

[[query('payments-principal', 'date.range.lastYear')]]

Displays the total amount of principal paid to an account last year.

Month To Date

[[query('payments-principal', 'date.range.monthToDate')]]

Displays the total amount of principal paid to an account from the beginning of the month to the current date.

This Month

[[query('payments-principal', 'date.range.thisMonth')]]

Displays the total amount of principal paid to an account within the current month.

This Week

[[query('payments-principal', 'date.range.thisWeek')]]

Displays the total amount of principal paid to an account within the current week.

Today

[[query('payments-principal', 'date.range.today')]]

Displays the total amount of principal paid to an account today.

Year To Date

[[query('payments-principal', 'date.range.yearToDate')]]

Displays the total amount of principal paid to an account from the beginning of the year to the current date.

Yesterday

[[query('payments-principal', 'date.range.yesterday')]]

Displays the total amount of principal paid to an account yesterday.

Payments - Discount Paid

Here's an example of the payments - discount paid variable:

 [[query('payments-discount', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of discount paid on an account within a specific date range.

Name

Variable

Description

All

[[query('payments-discount', 'date.range.all')]]

Displays the total amount paid towards discount on an account.

Custom (X Days Ago & Y Days Ago)

[[query('payments-discount', 'date.range.customDays',5,15)]]

Displays the total amount paid towards discount on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('payments-discount', 'date.range.customFuture', 15)]]

Displays the the total amount of discount paid on an account within the next 15 days.

Custom (last X days)

[[query('payments-discount', 'date.range.customPast', 15)]]

Displays the the total amount of discount paid on an account within the last 15 days.

Last Month

[[query('payments-discount', 'date.range.lastMonth')]]

Displays the the total amount of discount paid on an account last month.

Last Week

[[query('payments-discount', 'date.range.lastWeek')]]

Displays the the total amount of discount paid on an account last week.

Last Year

[[query('payments-discount', 'date.range.lastYear')]]

Displays the the total amount of discount paid on an account last year.

Month To Date

[[query('payments-discount', 'date.range.monthToDate')]]

Displays the the total amount of discount paid on an account from the beginning of the month to the current date.

This Month

[[query('payments-discount', 'date.range.thisMonth')]]

Displays the the total amount of discount paid on an account within the current month.

This Week

[[query('payments-discount', 'date.range.thisWeek')]]

Displays the the total amount of discount paid on an account within the current week.

Today

[[query('payments-discount', 'date.range.today')]]

Displays the the total amount of discount paid on an account today.

Year To Date

[[query('payments-discount', 'date.range.yearToDate')]]

Displays the the total amount of discount paid on an account from the beginning of the year to the current date.

Yesterday

[[query('payments-discount', 'date.range.yesterday')]]

Displays the the total amount of discount paid on an account yesterday.

Payments - Fees Paid

Here's an example of the payments - fees paid variable:

[[query('payments-fees', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount paid towards fees on an account within a specific date range.

Name

Variable

Description

All

[[query('payments-fees', 'date.range.all')]]

Displays the total amount paid towards fees on an account.

Custom (X Days Ago & Y Days Ago)

[[query('payments-fees', 'date.range.customDays',5,15)]]

Displays the total amount paid towards fees on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('payments-fees', 'date.range.customFuture', 15)]]

Displays the total amount paid towards fees on an account within the next 15 days.

Custom (last X days)

[[query('payments-fees', 'date.range.customPast', 15)]]

Displays the total amount paid towards fees on an account within the last 15 days.

Last Month

[[query('payments-fees', 'date.range.lastMonth')]]

Displays the total amount paid towards fees on an account last month.

Last Week

[[query('payments-fees', 'date.range.lastWeek')]]

Displays the total amount paid towards fees on an account last week.

Last Year

[[query('payments-fees', 'date.range.lastYear')]]

Displays the total amount paid towards fees on an account last year.

Month To Date

[[query('payments-fees', 'date.range.monthToDate')]]

Displays the total amount paid towards fees on an account from the beginning of the month to the current date.

This Month

[[query('payments-fees', 'date.range.thisMonth')]]

Displays the total amount paid towards fees on an account within the current month.

This Week

[[query('payments-fees', 'date.range.thisWeek')]]

Displays the total amount paid towards fees on an account within the current week.

Today

[[query('payments-fees', 'date.range.today')]]

Displays the total amount paid towards fees on an account today.

Year To Date

[[query('payments-fees', 'date.range.yearToDate')]]

Displays the total amount paid towards fees on an account from the beginning of the year to the current date.

Yesterday

[[query('payments-fees', 'date.range.yesterday')]]

Displays the total amount paid towards fees on an account yesterday.

Payments - Escrow Paid

Here's an example for payments - escrow paid variable:

[[query('payments-escrow', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount paid towards escrow on an account within a specific date range.

Name

Variable

Description

All

[[query('payments-escrow', 'date.range.all')]]

Displays the total amount paid towards escrow on an account.

Custom (X Days Ago & Y Days Ago)

[[query('payments-escrow', 'date.range.customDays',5,15)]]

Displays the total amount paid towards escrow on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('payments-escrow', 'date.range.customFuture', 15)]]

Displays the total amount paid towards escrow on an account within the next 15 days.

Custom (last X days)

[[query('payments-escrow', 'date.range.customPast', 15)]]

Displays the total amount paid towards escrow on an account within the last 15 days.

Last Month

[[query('payments-escrow', 'date.range.lastMonth')]]

Displays the total amount paid towards escrow on an account last month.

Last Week

[[query('payments-escrow', 'date.range.lastWeek')]]

Displays the total amount paid towards escrow on an account last week.

Last Year

[[query('payments-escrow', 'date.range.lastYear')]]

Displays the total amount paid towards escrow on an account last year.

Month To Date

[[query('payments-escrow', 'date.range.monthToDate')]]

Displays the total amount paid towards escrow on an account from the beginning of the month to the current date.

This Month

Displays the total amount paid towards escrow on an account from the beginning of the month to the current date.

Displays the total amount paid towards escrow on an account within the current month.

This Week

[[query('payments-escrow', 'date.range.thisWeek')]]

Displays the total amount paid towards escrow on an account within the current week.

Today

[[query('payments-escrow', 'date.range.today')]]

Displays the total amount paid towards escrow on an account today.

Year To Date

[[query('payments-escrow', 'date.range.yearToDate')]]

Displays the total amount paid towards escrow on an account from the beginning of the year to the current date.

Yesterday

[[query('payments-escrow', 'date.range.yesterday')]]

Displays the total amount paid towards escrow on an account yesterday.

Credits - Total

Here's an example of the credits - total variable:

 [[query('credits-total', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of credit applied to an account within a specific date range.

Name

Variable

Description

All

[[query('credits-total', 'date.range.all')]]

Displays the total amount of credit applied to an account.

Custom (X Days Ago & Y Days Ago)

[[query('credits-total', 'date.range.customDays',5,15)]]

Displays the total amount of credit applied to an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('credits-total', 'date.range.customFuture', 15)]]

Displays the total amount of credit applied to an account within the next 15 days.

Custom (last X days)

[[query('credits-total', 'date.range.customPast', 15)]]

Displays the total amount of credit applied to an account within the last 15 days.

Last Month

[[query('credits-total', 'date.range.lastMonth')]]

Displays the total amount of credit applied to an account last month.

Last Week

[[query('credits-total', 'date.range.lastWeek')]]

Displays the total amount of credit applied to an account last week.

Last Year

[[query('credits-total', 'date.range.lastYear')]]

Displays the total amount of credit applied to an account last year.

Month To Date

[[query('credits-total', 'date.range.monthToDate')]]

Displays the total amount of credit applied to an account from the beginning of the month to the current date.

This Month

[[query('credits-total', 'date.range.thisMonth')]]

Displays the total amount of credit applied to an account within the current month.

This Week

[[query('credits-total', 'date.range.thisWeek')]]

Displays the total amount of credit applied to an account within the current week.

Today

[[query('credits-total', 'date.range.today')]]

Displays the total amount of credit applied to an account today.

Year To Date

[[query('credits-total', 'date.range.yearToDate')]]

Displays the total amount of credit applied to an account from the beginning of the year to the current date.

Yesterday

[[query('credits-total', 'date.range.yesterday')]]

Displays the total amount of credit applied to an account yesterday.

Credits - Interest

Here's an example of the credits - interest variable:

[[query('credits-interest', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of credit applied to interest on an account within a specific date range.

Name

Variable

Description

All

[[query('credits-interest', 'date.range.all')]]

Displays the total amount of credit applied to interest on an account to date.

Custom (X Days Ago & Y Days Ago)

[[query('credits-interest', 'date.range.customDays',5,15)]]

Displays the total amount of credit applied to interest on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('credits-interest', 'date.range.customFuture', 15)]]

Displays the total amount of credit applied to interest on an account within the next 15 days.

Custom (last X days)

[[query('credits-interest', 'date.range.customPast', 15)]]

Displays the total amount of credit applied to interest on an account within the last 15 days.

Last Month

[[query('credits-interest', 'date.range.lastMonth')]]

Displays the total amount of credit applied to interest on an account last month.

Last Week

[[query('credits-interest', 'date.range.lastWeek')]]

Displays the total amount of credit applied to interest on an account last week.

Last Year

[[query('credits-interest', 'date.range.lastYear')]]

Displays the total amount of credit applied to interest on an account last year.

Month To Date

[[query('credits-interest', 'date.range.monthToDate')]]

Displays the total amount of credit applied to interest on an account from the beginning of the month to the current date.

This Month

[[query('credits-interest', 'date.range.thisMonth')]]

Displays the total amount of credit applied to interest on an account within the current month.

This Week

[[query('credits-interest', 'date.range.thisWeek')]]

Displays the total amount of credit applied to interest on an account within the current week.

Today

[[query('credits-interest', 'date.range.today')]]

Displays the total amount of credit applied to interest on an account today.

Year To Date

[[query('credits-interest', 'date.range.yearToDate')]]

Displays the total amount of credit applied to interest on an account from the beginning of the year to the current date.

Yesterday

[[query('credits-interest', 'date.range.yesterday')]]

Displays the total amount of credit applied to interest on an account yesterday.

Credits - Principal

Here's an example of the credits - principal variable:

 [[query('credits-principal', 'date.range.selection')]] 

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of credit applied to principal on an account within a specific date range.

Name

Variable

Description

All

[[query('credits-principal', 'date.range.all')]]

Displays the total amount of credit applied to principal on an account to date.

Custom (X Days Ago & Y Days Ago)

[[query('credits-principal', 'date.range.customDays',5,15)]]

Displays the total amount of credit applied to principal on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('credits-principal', 'date.range.customFuture', 15)]]

Displays the total amount of credit applied to principal on an account within the next 15 days.

Custom (last X days)

[[query('credits-principal', 'date.range.customPast', 15)]]

Displays the total amount of credit applied to principal on an account within the last 15 days.

Last Month

[[query('credits-principal', 'date.range.lastMonth')]]

Displays the total amount of credit applied to principal on an account last month.

Last Week

[[query('credits-principal', 'date.range.lastWeek')]]

Displays the total amount of credit applied to principal on an account last week.

Last Year

[[query('credits-principal', 'date.range.lastYear')]]

Displays the total amount of credit applied to principal on an account last year.

Month To Date

[[query('credits-principal', 'date.range.monthToDate')]]

Displays the total amount of credit applied to principal on an account from the beginning of the month to the current date.

This Month

[[query('credits-principal', 'date.range.thisMonth')]]

Displays the total amount of credit applied to principal on an account within the current month.

This Week

[[query('credits-principal', 'date.range.thisWeek')]]

Displays the total amount of credit applied to principal on an account within the current week.

Today

[[query('credits-principal', 'date.range.today')]]

Displays the total amount of credit applied to principal on an account today.

Year To Date

[[query('credits-principal', 'date.range.yearToDate')]]

Displays the total amount of credit applied to principal on an account from the beginning of the year to the current date.

Yesterday

[[query('credits-principal', 'date.range.yesterday')]]

Displays the total amount of credit applied to principal on an account yesterday.

Credits - Discount

Here's an example of the credits - discount variable:

[[query('credits-discount', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of credit applied to the discount on an account within a specific date range.

Name

Variable

Description

All

[[query('credits-discount', 'date.range.all')]]

Displays the total amount of credit applied to the discount on an account to date.

Custom (X Days Ago & Y Days Ago)

[[query('credits-discount', 'date.range.customDays',5,15)]]

Displays the total amount of credit applied to the discount on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('credits-discount', 'date.range.customFuture', 15)]]

Displays the total amount of credit applied to the discount on an account within the next 15 days.

Custom (last X days)

[[query('credits-discount', 'date.range.customPast', 15)]]

Displays the total amount of credit applied to the discount on an account within the last 15 days.

Last Month

[[query('credits-discount', 'date.range.lastMonth')]]

Displays the total amount of credit applied to the discount on an account last month.

Last Week

[[query('credits-discount', 'date.range.lastWeek')]]

Displays the total amount of credit applied to the discount on an account last week.

Last Year

[[query('credits-discount', 'date.range.lastYear')]]

Displays the total amount of credit applied to the discount on an account last year.

Month To Date

[[query('credits-discount', 'date.range.monthToDate')]]

Displays the total amount of credit applied to the discount on an account from the beginning of the month to the current date.

This Month

[[query('credits-discount', 'date.range.thisMonth')]]

Displays the total amount of credit applied to the discount on an account within the current month.

This Week

[[query('credits-discount', 'date.range.thisWeek')]]

Displays the total amount of credit applied to the discount on an account within the current week.

Today

[[query('credits-discount', 'date.range.today')]]

Displays the total amount of credit applied to the discount on an account today.

Year To Date

[[query('credits-discount', 'date.range.yearToDate')]]

Displays the total amount of credit applied to the discount on an account from the beginning of the year to the current date.

Credits - Fees

Here's an example of the credits - fees variable:

[[query('credits-fees', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of credit applied to fees on an account within a specific date range.

Name

Variable

Description

All

[[query('credits-fees', 'date.range.all')]]

Displays the total amount of credit applied to fees on an account to date.

Cusom (X Days Ago & Y Days Ago)

[[query('credits-fees', 'date.range.customDays',5,15)]]

Displays the total amount of credit applied to fees on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('credits-fees', 'date.range.customFuture', 15)]]

Displays the total amount of credit applied to fees on an account within the next 15 days.

Custom (last X days)

[[query('credits-fees', 'date.range.customPast', 15)]]

Displays the total amount of credit applied to fees on an account within the last 15 days.

Last Month

[[query('credits-fees', 'date.range.lastMonth')]]

Displays the total amount of credit applied to fees on an account last month.

Last Week

[[query('credits-fees', 'date.range.lastWeek')]]

Displays the total amount of credit applied to fees on an account last week.

Last Year

[[query('credits-fees', 'date.range.lastYear')]]

Displays the total amount of credit applied to fees on an account last year.

Month To Date

[[query('credits-fees', 'date.range.monthToDate')]]

Displays the total amount of credit applied to fees on an account from the beginning of the month to the current date.

This Month

[[query('credits-fees', 'date.range.thisMonth')]]

Displays the total amount of credit applied to fees on an account within the current month.

This Week

[[query('credits-fees', 'date.range.thisWeek')]]

Displays the total amount of credit applied to fees on an account within the current week.

Today

[[query('credits-fees', 'date.range.today')]]

Displays the total amount of credit applied to fees on an account today.

Year To Date

[[query('credits-fees', 'date.range.yearToDate')]]

Displays the total amount of credit applied to fees on an account from the beginning of the year to the current date.

Yesterday

[[query('credits-fees', 'date.range.yesterday')]]

Displays the total amount of credit applied to fees on an account yesterday. 

Credits - Escrow

Here's an example of the credits - escrow variable:

 [[query('credits-escrow', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of credit applied to escrow on an account within a specific date range.

Name

Variable

Description

All

[[query('credits-escrow', 'date.range.all')]]

Displays the total amount of credit applied to escrow on an account to date.

Custom (X Days Ago & Y Days Ago)

[[query('credits-escrow', 'date.range.customDays',5,15)]]

Displays the total amount of credit applied to escrow on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('credits-escrow', 'date.range.customFuture', 15)]]

Displays the total amount of credit applied to escrow on an account within the next 15 days.

Custom (Last X days)

[[query('credits-escrow', 'date.range.customPast', 15)]]

Displays the total amount of credit applied to escrow on an account within the last 15 days.

Last Month

[[query('credits-escrow', 'date.range.lastMonth')]]

Displays the total amount of credit applied to escrow on an account last month.

Last Week

[[query('credits-escrow', 'date.range.lastWeek')]]

Displays the total amount of credit applied to escrow on an account last week.

Last Year

[[query('credits-escrow', 'date.range.lastYear')]]

Displays the total amount of credit applied to escrow on an account last year.

Month To Date

[[query('credits-escrow', 'date.range.monthToDate')]]

Displays the total amount of credit applied to escrow on an account from the beginning of the month to the current date.

This Month

[[query('credits-escrow', 'date.range.thisMonth')]]

Displays the total amount of credit applied to escrow on an account within the current month.

This Week

[[query('credits-escrow', 'date.range.thisWeek')]]

Displays the total amount of credit applied to escrow on an account within the current week.

Today

[[query('credits-escrow', 'date.range.today')]]

Displays the total amount of credit applied to escrow on an account today.

Year To Date

[[query('credits-escrow', 'date.range.yearToDate')]]

Displays the total amount of credit applied to escrow on an account from the beginning of the year to the current date.

Yesterday

[[query('credits-escrow', 'date.range.yesterday')]]

Displays the total amount of credit applied to escrow on an account yesterday.

Fees

Here's an example of the fees variable:

[[query('fees-total', 'date.range.selection')]] 

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total value of fees applied to an account within a specific date range.

Name

Variable

Description

All

[[query('fees-total', 'date.range.all')]]

Displays the total value of fees applied to an account to date.

Custom (X Days Ago & Y Days Ago)

[[query('fees-total', 'date.range.customDays',5,15)]

Displays the total value of fees applied to an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('fees-total', 'date.range.customFuture', 15)]]

Displays the total value of fees applied to an account within the next 15 days.

Custom (last X days)

[[query('fees-total', 'date.range.customPast', 15)]]

Displays the total value of fees applied to an account within the last 15 days.

Last Month

[[query('fees-total', 'date.range.lastMonth')]]

Displays the total value of fees applied to an account last month.

Last Week

[[query('fees-total', 'date.range.lastWeek')]]

Displays the total value of fees applied to an account last week.

All

[[query('fees-total', 'date.range.all')]]

Displays the total value of fees applied to an account to date.

Custom (X Days Ago & Y Days Ago)

[[query('fees-total', 'date.range.customDays',5,15)]]

Displays the total value of fees applied to an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('fees-total', 'date.range.customFuture', 15)]]

Displays the total value of fees applied to an account within the next 15 days.

Custom (last X days)

[[query('fees-total', 'date.range.customPast', 15)]]

Displays the total value of fees applied to an account within the last 15 days.

Last Month

[[query('fees-total', 'date.range.lastMonth')]]

Displays the total value of fees applied to an account last month.

Last Week

[[query('fees-total', 'date.range.lastWeek')]]

Displays the total value of fees applied to an account last week.

Last Year

[[query('fees-total', 'date.range.lastYear')]]

Displays the total value of fees applied to an account last year.

Month To Date

[[query('fees-total', 'date.range.monthToDate')]]

Displays the total value of fees applied to an account from the beginning of the month to the current date.

This Month

[[query('fees-total', 'date.range.thisMonth')]]

Displays the total value of fees applied to an account within the current month.

This Week

[[query('fees-total', 'date.range.thisWeek')]]

Displays the total value of fees applied to an account within the current week.

Today

[[query('fees-total', 'date.range.today')]]

Displays the total value of fees applied to an account today.

Year To Date

[[query('fees-total', 'date.range.yearToDate')]]

Displays the total value of fees applied to an account from the beginning of the year to the current date.

Yesterday

[[query('fees-total', 'date.range.yesterday')]]

Displays the total value of fees applied to an account yesterday.

Advancements

Here's an example of the advancements variable:

[[query('advancements-total', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total value of advancements applied to an account within a specific date range.

Name

Variable

Description

All

[[query('advancements-total', 'date.range.all')]]

Displays the total value of advancements applied to an account to date.

Custom (X Days Ago & Y Days Ago)

[[query('advancements-total', 'date.range.customDays',5,15)]]

Displays the total value of advancements applied to an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('advancements-total', 'date.range.customFuture', 15)]]

Displays the total value of advancements applied to an account within the next 15 days.

Custom (last X days)

[[query('advancements-total', 'date.range.customPast', 15)]]

Displays the total value of advancements applied to an account within the last 15 days.

Last Month

[[query('advancements-total', 'date.range.lastMonth')]]

Displays the total value of advancements applied to an account last month.

Last Week

[[query('advancements-total', 'date.range.lastWeek')]]

Displays the total value of advancements applied to an account last week.

Last Year

[[query('advancements-total', 'date.range.lastYear')]]

Displays the total value of advancements applied to an account last year.

Month To Date

[[query('advancements-total', 'date.range.monthToDate')]]

Displays the total value of advancements applied to an account from the beginning of the month to the current date.

This Month

[[query('advancements-total', 'date.range.thisMonth')]]

Displays the total value of advancements applied to an account within the current month.

This Week

[[query('advancements-total', 'date.range.thisWeek')]]

Displays the total value of advancements applied to an account within the current week.

Today

[[query('advancements-total', 'date.range.today')]]

Displays the total value of advancements applied to an account today.

Year To Date

[[query('advancements-total', 'date.range.yearToDate')]]

Displays the total value of advancements applied to an account from the beginning of the year to the current date.

Yesterday

[[query('advancements-total', 'date.range.yesterday')]]

Displays the total value of advancements applied to an account yesterday.

Scheduled Payments Total

Here's an example of the scheduled payments variable:

[[query('scheduled-payments-total', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total value of scheduled payments coming due on an account within a specific date range.

Name

Variable

Description

All

[[query('scheduled-payments-total', 'date.range.all')]]

Displays the total value of scheduled payments coming due on an account to date.

Custom (X Days Ago & Y Days Ago)

[[query('scheduled-payments-total', 'date.range.customDays',5,15)]]

Displays the total value of scheduled payments coming due on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('scheduled-payments-total', 'date.range.customFuture', 15)]]

Displays the total value of scheduled payments coming due on an account within the next 15 days.

Custom (last X days)

[[query('scheduled-payments-total', 'date.range.customPast', 15)]]

Displays the total value of scheduled payments coming due on an account within the last 15 days.

Last Month

[[query('scheduled-payments-total', 'date.range.lastMonth')]]

Displays the total value of scheduled payments coming due on an account last month.

Last Week

[[query('scheduled-payments-total', 'date.range.lastWeek')]]

Displays the total value of scheduled payments coming due on an account last week.

Last Year

[[query('scheduled-payments-total', 'date.range.lastYear')]]

Displays the total value of scheduled payments coming due on an account last year.

Month To Date

[[query('scheduled-payments-total', 'date.range.monthToDate')]]

Displays the total value of scheduled payments coming due on an account from the beginning of the month to the current date.

This Month

[[query('scheduled-payments-total', 'date.range.thisMonth')]]

Displays the total value of scheduled payments coming due on an account within the current month.

This Week

[[query('scheduled-payments-total', 'date.range.thisWeek')]]

Displays the total value of scheduled payments coming due on an account within the current week.

Today

[[query('scheduled-payments-total', 'date.range.today')]]

Displays the total value of scheduled payments coming due on an account today.

Year To Date

[[query('scheduled-payments-total', 'date.range.yearToDate')]]

Displays the total value of scheduled payments coming due on an account from the beginning of the year to the current date.

Yesterday

[[query('scheduled-payments-total', 'date.range.yesterday')]]

Displays the total value of scheduled payments coming due on an account yesterday.

Scheduled Payments - Interest

Here's an example of the scheduled payments - interest:

[[query('scheduled-payments-interest', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of scheduled interest coming due on an account within a specific date range.

Name

Variable

Description

All

[[query('scheduled-payments-interest', 'date.range.all')]]

Displays the total amount of scheduled interest coming due on an account to date.

Custom (X Days Ago & Y Days Ago)

[[query('scheduled-payments-interest', 'date.range.customDays',5,15)]]

Displays the total amount of scheduled interest coming due on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('scheduled-payments-interest', 'date.range.customFuture', 15)]]

Displays the total amount of scheduled interest coming due on an account within the next 15 days.

Custom (last X days)

[[query('scheduled-payments-interest', 'date.range.customPast', 15)]]

Displays the total amount of scheduled interest coming due on an account within the last 15 days.

Last month

[[query('scheduled-payments-interest', 'date.range.lastMonth')]]

Displays the total amount of scheduled interest coming due on an account last month.

Last Week

[[query('scheduled-payments-interest', 'date.range.lastWeek')]]

Displays the total amount of scheduled interest coming due on an account last week.

Last year

[[query('scheduled-payments-interest', 'date.range.lastYear')]]

Displays the total amount of scheduled interest coming due on an account last year.

Month To Date

[[query('scheduled-payments-interest', 'date.range.monthToDate')]]

Displays the total amount of scheduled interest coming due on an account from the beginning of the month to the current date.

This Month

[[query('scheduled-payments-interest', 'date.range.thisMonth')]]

Displays the total amount of scheduled interest coming due on an account within the current month.

This Week

[[query('scheduled-payments-interest', 'date.range.thisWeek')]]

Displays the total amount of scheduled interest coming due on an account within the current week.

Today

[[query('scheduled-payments-interest', 'date.range.today')]]

Displays the total amount of scheduled interest coming due on an account today.

Year To Date 

[[query('scheduled-payments-interest', 'date.range.yearToDate')]]

Displays the total amount of scheduled interest coming due on an account from the beginning of the year to the current date.

Yesterday

[[query('scheduled-payments-interest', 'date.range.yesterday')]]

Displays the total amount of scheduled interest coming due on an account yesterday.

Scheduled Payments - Principal

Here's an example of the scheduled payments - principal variable:

[[query('scheduled-payments-principal', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of principal scheduled to come due on an account within a specific date range.

Name

Variable

Description

All

[[query('scheduled-payments-principal', 'date.range.all')]]

Displays the total amount of principal scheduled to come due on an account to date.

Custom (X Days Ago & Y Days Ago)

[[query('scheduled-payments-principal', 'date.range.customDays',5,15)]]

Displays the total amount of principal scheduled to come due on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('scheduled-payments-principal', 'date.range.customFuture', 15)]]

Displays the total amount of principal scheduled to come due on an account within the next 15 days.

Custom (last X days)

[[query('scheduled-payments-principal', 'date.range.customPast', 15)]]

Displays the total amount of principal scheduled to come due on an account within the last 15 days.

Last Month 

[[query('scheduled-payments-principal', 'date.range.lastMonth')]]

Displays the total amount of principal scheduled to come due on an account last month.

Last Week

[[query('scheduled-payments-principal', 'date.range.lastWeek')]]

Displays the total amount of principal scheduled to come due on an account last week.

Last year

[[query('scheduled-payments-principal', 'date.range.lastYear')]]

Displays the total amount of principal scheduled to come due on an account last year.

Month To Date

[[query('scheduled-payments-principal', 'date.range.monthToDate')]]

Displays the total amount of principal scheduled to come due on an account from the beginning of the month to the current date.

This Month

[[query('scheduled-payments-principal', 'date.range.thisMonth')]]

Displays the total amount of principal scheduled to come due on an account within the current month.

This Week

[[query('scheduled-payments-principal', 'date.range.thisWeek')]]

Displays the total amount of principal scheduled to come due on an account within the current week.

Today

[[query('scheduled-payments-principal', 'date.range.today')]]

Displays the total amount of principal scheduled to come due on an account today.

Year To Date

[[query('scheduled-payments-principal', 'date.range.yearToDate')]]

Displays the total amount of principal scheduled to come due on an account from the beginning of the year to the current date.

Yesterday

[[query('scheduled-payments-principal', 'date.range.yesterday')]]

Displays the total amount of principal scheduled to come due on an account yesterday.

Scheduled Payments - Discount

Here's an example of the scheduled payments - discount:

[[query('scheduled-payments-discount', 'date.range.selection')]] 

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of discount scheduled to be paid on an account within a specific date range.

Name

Variable

Description

All

[[query('scheduled-payments-discount', 'date.range.all')]]

Displays the total amount of discount scheduled to be paid on an account to date.

Custom (X Days Ago & Y Days Ago)

[[query('scheduled-payments-discount', 'date.range.customDays',5,15)]]

Displays the total amount of discount scheduled to be paid on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('scheduled-payments-discount', 'date.range.customFuture', 15)]]

Displays the total amount of discount scheduled to be paid on an account within the next 15 days.

Custom (last X days)

[[query('scheduled-payments-discount', 'date.range.customPast', 15)]]

Displays the total amount of discount scheduled to be paid on an account within the last 15 days.

Last month

[[query('scheduled-payments-discount', 'date.range.lastMonth')]]

Displays the total amount of discount scheduled to be paid on an account last month.

Last Week

[[query('scheduled-payments-discount', 'date.range.lastWeek')]]

Displays the total amount of discount scheduled to be paid on an account last week.

Last year

[[query('scheduled-payments-discount', 'date.range.lastYear')]]

Displays the total amount of discount scheduled to be paid on an account last year.

Month To Date

[[query('scheduled-payments-discount', 'date.range.monthToDate')]]

Displays the total amount of discount scheduled to be paid on an account from the beginning of the month to the current date.

This Month

[[query('scheduled-payments-discount', 'date.range.thisMonth')]]

Displays the total amount of discount scheduled to be paid on an account within the current month.

This Week

[[query('scheduled-payments-discount', 'date.range.thisWeek')]]

Displays the total amount of discount scheduled to be paid on an account within the current week.

Today

[[query('scheduled-payments-discount', 'date.range.today')]]

Displays the total amount of discount scheduled to be paid on an account today.

Year To Date

[[query('scheduled-payments-discount', 'date.range.yearToDate')]]

Displays the total amount of discount scheduled to be paid on an account from the beginning of the year to the current date.

Yesterday

[[query('scheduled-payments-discount', 'date.range.yesterday')]]

Displays the total amount of discount scheduled to be paid on an account yesterday.

Scheduled Payments - Escrow

Here's an example of the scheduled payments - escrow variable:

[[query('scheduled-payments-escrow', 'date.range.selection')]] 

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of escrow scheduled to come due on an account within a specific date range.

Name

Variable

Description

All

[[query('scheduled-payments-escrow', 'date.range.all')]]

Displays the total amount of escrow scheduled to come due on an account to date.

Custom (X Days & Y Days Ago)

[[query('scheduled-payments-escrow', 'date.range.customDays',5,15)]]

Displays the total amount of escrow scheduled to come due on an account within the range of 5 to 15 days ago.

Custom (next X days)

[[query('scheduled-payments-escrow', 'date.range.customFuture', 15)]]

Displays the total amount of escrow scheduled to come due on an account within the next 15 days.

Custom (last X days)

[[query('scheduled-payments-escrow', 'date.range.customPast', 15)]]

Displays the total amount of escrow scheduled to come due on an account within the last 15 days.

Last Month

[[query('scheduled-payments-escrow', 'date.range.lastMonth')]]

Displays the total amount of escrow scheduled to come due on an account last month.

Last Week

[[query('scheduled-payments-escrow', 'date.range.lastWeek')]]

Displays the total amount of escrow scheduled to come due on an account last week.

Last Year

[[query('scheduled-payments-escrow', 'date.range.lastYear')]]

Displays the total amount of escrow scheduled to come due on an account last year.

Month To Date

[[query('scheduled-payments-escrow', 'date.range.monthToDate')]]

Displays the total amount of escrow scheduled to come due on an account from the beginning of the month to the current date.

This Month

[[query('scheduled-payments-escrow', 'date.range.thisMonth')]]

Displays the total amount of escrow scheduled to come due on an account within the current month.

This Week

[[query('scheduled-payments-escrow', 'date.range.thisWeek')]]

Displays the total amount of escrow scheduled to come due on an account within the current week.

Today

[[query('scheduled-payments-escrow', 'date.range.today')]

Displays the total amount of escrow scheduled to come due on an account today.

Year To Date

[[query('scheduled-payments-escrow', 'date.range.yearToDate')]]

Displays the total amount of escrow scheduled to come due on an account from the beginning of the year to the current date.

Yesterday

[[query('scheduled-payments-escrow', 'date.range.yesterday')]]

Displays the total amount of escrow scheduled to come due on an account yesterday.

Forecast Payments - Total

Here's an example of the forecast payments - total variable:

[[query('forecast-payments-total', 'date.range.selection')]]

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total value of forecasted payments coming due on an account within a specific date range.

Name

Variable

Description

Custom (next X days)

[[query('forecast-payments-total', 'date.range.customFuture', 15)]]

Displays the total value of forecasted payments coming due on an account within the next 15 days.

This Month

[[query('forecast-payments-total', 'date.range.thisMonth')]]

Displays the total value of forecasted payments coming due on an account within the current month.

This Week

[[query('forecast-payments-total', 'date.range.thisWeek')]]

Displays the total value of forecasted payments coming due on an account within the current week.

Forecast Payments - Interest

Here's an example of the forecast payments - interest variable:

[[query('forecast-payments-interest', 'date.range.selection')]] 

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of forecasted interest coming due on an account within a specific date range.

Name

Variable

Description

Custom (next X days)

[[query('forecast-payments-interest', 'date.range.customFuture', 15)]]

Displays the total amount of forecasted interest coming due on an account within the next 15 days.

This Month

[[query('forecast-payments-interest', 'date.range.thisMonth')]]

Displays the total amount of forecasted interest coming due on an account within the current month.

This Week

[[query('forecast-payments-interest', 'date.range.thisWeek')]]

Displays the total amount of forecasted interest coming due on an account within the current week.

Forecast Payments - Principal

Here's an example of the forecast payments - principal variable:

[[query('forecast-payments-principal', 'date.range.selection')]] 

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of principal forecasted to come due on an account within a specific date range.

Name

Variable

Description

Custom (next X days)

[[query('forecast-payments-principal', 'date.range.customFuture', 15)]]

Displays the total amount of principal forecasted to come due on an account within the next 15 days.

This Month 

[[query('forecast-payments-principal', 'date.range.thisMonth')]]

Displays the total amount of principal forecasted to come due on an account within the current month.

This Week

[[query('forecast-payments-principal', 'date.range.thisWeek')]]

Displays the total amount of principal forecasted to come due on an account within the current week.

Forecast Payments - Discount

Here's an example of the forecast payments - discount variable:

[[query('forecast-payments-discount', 'date.range.selection')]] 

Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of discount forecasted to be paid on an account within a specific date range.

Name

Variable

Description

Custom (next X days)

[[query('forecast-payments-discount', 'date.range.customFuture', 15)]]

Displays the total amount of discount forecasted to be paid on an account within the next 15 days.

This Month

[[query('forecast-payments-discount', 'date.range.thisMonth')]]

Displays the total amount of discount forecasted to be paid on an account within the current month.

This Week

[[query('forecast-payments-discount', 'date.range.thisWeek')]]

Displays the total amount of discount forecasted to be paid on an account within the current week.


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