Loan contracts portfolio report

Loan contracts portfolio report calculates loan contract components balance, debt amounts and contract state on a selected banking day.

Create contracts report

  1. Loans > Reports > Export contracts.

  2. On the Contracts export page:

    • Select the Reporting date,

    • Select the Loan group,

    • Select the Loan product,

    • Select the Loan contract statuses.

  3. Click Export as CSV.

Download contracts report

  1. Reports > My reports.

  2. On the My reports list page find the contracts report.

  3. Click the Files name to download the CSV file to your computer.

Refer to the loan contracts portfolio report parameters to view the list of parameters available in the report.

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