Reverse Calculated Loan Archive Report

General

This report is similar the the  reverse calculated archive report inside a loan except that it shows the same information each day for groups of loans inside your company account.  Since you can have this report run all these calculations for every loan in you account, it often takes a long time for this report to finish being compiled.  Because of this, it’s recommended that you start the report and then wait for the system to notify you that it’s complete.

How To

To run a reverse calculated loan archive report, navigate to Reports > Administration > Reverse Calculated Loan Archive inside your company account.

There are two main parameters when running this report.  You can search by a date range or by non-consecutive dates.  To enter a date range, click the date range field and select the date range using the advanced date picker.

You can also select one of the predefined date ranges from the selection above the date range field.  The options are: Today, This week, 30 days, Month to date, Year to date, Yesterday, Last week, Last month, Last year, Custom, and Other.

Custom and Other warrant some additional explanation.  Other is simply the option that gets automatically selected when you choose a date range using the advanced date picker.  Custom, however, gives you the option to enter the date range using two fields: a Date From as a number of days ago and a Date To as a number of days ago.

You can also select non-consecutive dates.  To do this, enter a date into the Date Selection field or choose one from the date picker.  Click  to add the date you entered.  You can do this as many times as you want.

You can also use the  advanced option search to filter the results of your report.  To run the report click .  Since the report may take hours or even days to complete, we recommend you do other things and wait for the system to notify you that the report is done.


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