Running Reports

The Reports menu makes available reports displaying general or specific information for each loan and program.

 

For further information on the reports mentioned here, see the section titled Reports in the technical portion of this guide.

 

Demographic Analysis

This report displays the various demographic statistics for applicable originators and programs.

  1. Click the Demographic Analysis link under the Reports menu to display the Criteria Wizard.

  2. Check the box next to the program(s) to be included in the report in the Program Criteria grid then click the Next Criteria button .

  3. Check the box next to the lender(s)/originator(s) to be included in the report in the Lender/Originator Criteria grid then click the Next Criteria button .

  4. Check the box next to the county or counties to be included in the report in the Counties Criteria grid then click the Next Criteria button .

  5. Enter the From/To Reservation Date range in the appropriate fields, select the Stage, then enter From/To Stage Approved Date range.

  6. Click the Create Report button to display the report.

 

Click the Previous Criteria button  to return to the previous screen in the Criteria Wizard. Click Clear to remove all selected filters and begin anew.

 

Loan Listing

This report displays a listing of all loans, broken down by program, and includes basic information on the loan, such as loan number, borrower name, address, amounts and status. This report is automatically run and made ready for printing when the link is clicked.

 

 

Loan Confirmation

This report is for an individual loan, and includes information such as the originator, property information, borrowers, allocations, etc.

  1. Click the Loan Confirmation link under the Reports menu to display Quick Search Criteria screen.

  2. Locate the loan for which the report is to be run in the Loans grid then click Create Report on the Action bar to display the report for the loan.

 

Overdue Exception

This report lists a summary of all overdue exceptions by entity. This report is automatically run and made ready for printing when the link is clicked.

 

NOTE: This report only includes information on documents and exceptions with an expiration date.