Loan List

Loans

Print a report for accounts with loans. The report includes the loan setup and payoff information. You can also include the loan payment schedule.

Contents

1. Open Connect Utility Management > Reports > Loan List.

2. Select a report definition.

3. Select the report dates.

4. Set up the report options.

5. Set up the Selection Criteria, Report Order, and Report Sections.

6. Click Print (CTRL+P).

The report prints.

2019.05, 2019Mar14

Use the section titled Services to select the loan service to include on the report.

Loan Services

Use the section titled Statuses to select the loan status to include on the report.

Statuses

In version 2019.05 or later, you can also use these report columns to set up the report:

[Report].Account balance

[Report].Active account at location

[Report].Active contract

[Report].Direct pay status

[Report].Equal pay total

[Report].Last payment amount

[Report].Last payment date

[Report].Last shutoff date

[Report].Master contact name

[Report].Master contact number

2019.05