This report helps you quickly get a list of the number of loans that were overdue within a selected date range.

Video tutorial

• Learn More: For a visual guide, Watch the Video Link - https://youtu.be/0kaQha4OWsc

Accessing the Report

Go to Reporting > Loan > Overdue Loans by Month.

Note: Access to this report is controlled by the Security option, which you can find under Role Setup > Reporting > Overdue Loans by Month Report.

Report Filters

You can refine your report results using the following filters:

General

• Branch: Generate the report for loans created at a specific branch.

• Region: Generate the report for loans created by a branch linked to a specific region.

• User: Generate the report for loans created by a specific user.

• File Format: You must choose a file format. Your options are XLS (Excel 2003) and XLSX (Excel 2007+).

Client

• Client Number Start: Generate the report for loans belonging to specific clients, starting from this client number.

• Client Number End: Generate the report for loans belonging to specific clients, ending at this client number.

• Status: Generate the report for loans of clients with a specific status.

• Payment Frequency: Generate the report for loans of clients with a specific payment frequency.

• Bank: Generate the report for loans of clients associated with a specific bank.

Loan

• Loan Number Start: Generate the report for installments of specific loans, starting from this loan number.

• Loan Number End: Generate the report for installments of specific loans, ending at this loan number.

• Instalment Date Due Start: (Required field) Enter the starting due date in DD/MM/YYYY format to report on installments due on or after this date.

• Instalment Date Due End: (Required field) Enter the ending due date in DD/MM/YYYY format to report on installments due on or before this date.

• Loan Product: Generate the report for specific loan products.

• Payback Type: Generate the report for loans with a specific payback type.

• Salesperson: Generate the report for loans created by a specific salesperson.

Employer

• Employer Search: Use an asterisk (*) to list all employers. You can select a specific employer or all employers. Type the whole name or part of the employer's name and click the Search button. The results will appear in the employer drop-down list.

• Employer: Generate the report for receipts of clients with a specific employer.

• Classification: Generate the report for receipts of clients where the employer has a specific classification.

• Economic Sector: Generate the report for receipts of clients where the employer has a specific economic sector.

Report Generation and Output

Once you've set your filters, click the Finish button to generate the report.

Sorting/Display Order

The report is primarily sorted by Transaction Date Range.

Output Format

Click on the hyperlink "XLS: Overdue Loans by Month Report" to open or download the report.

• Spreadsheet: You can open these reports in applications like Microsoft Excel or OpenOffice. Once the information is in Excel, you can easily sort it to meet your specific business needs.

• Email: The report can also be emailed to a specific user. Ensure the necessary email address setups are complete: go to Setup > Security > Users and complete the email address on the user profile. The Cash Box Setup must also be configured under Setup > Branches > Cash Box (select the specific user by email).

Columns/Detail

The report displays the following information:

• Period

• Number of Loans

Available Buttons

• Finish: Select this button to generate the report.

• Cancel: Select this button to cancel the request and return to the previous screen.

• Print Report: Click to print the report.

• Print Chart: Click to print a chart visualization of the report data.

• Back to Filter Option: Select this option to cancel the current request and return to the filter page.

• Email Report: Select this button to receive this report via email.