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Basic - Delinquency Report ​

This report generates overdue loans broken down by a list of overdue day periods as of the report generation date.

This instruction will show a breakdown of records and fields in the "Delinquency Report" as of the current date. To get the report, you need to generate it by selecting "Report" - "Basic" - "Delinquency Report" in the taskbar, set the date, select the appropriate filter if necessary, and click the "Generate" button. Then select from the list of generated reports and download it to your PC.

To generate the report with a specific filter, you need to set this filter before generating the report. You can make a selection by values from the contract, application, client, and operation. As an example, I will show a selection by client's Last Name:

And below is the report generation without a filter:

  • "Full Name" field - this field displays personal information about the borrower. This information is displayed in the "Contract" section.

  • "Application #" field - this field displays information about the application number.

  • "Loan Product" field - this field displays information about the loan product name. This information is displayed in the "Contract" section.

  • "Contract #" field - this field displays information about the contract number. This information is displayed in the "Contract" section.

  • "Principal Amount" field - this field displays information about the principal debt amount. This information is displayed in the "Contract" - "Financial Information" - "Total" section.

  • "Interest Amount" field - this field displays information about the interest amount. This information is displayed in the "Contract" - "Financial Information" - "Total" section.

  • "Penalty Amount" field - this field displays information about the total penalty amount. This information is displayed in the "Contract" - "Financial Information" - "Total" section.

  • "Total Debt Amount" field - this field displays information about the total debt amount. (Principal amount, interest, penalties, overdue interest.) This information is displayed in the "Contract" - "Financial Information" - "Total" section.

  • "Days Overdue" field - this field indicates the number of overdue days on the loan as of the report generation date. The overdue date can be viewed by the delinquency status in "Contract" - "Financial Information" - "Overdue Tranches".

  • "Phone Numbers from Client Card" field - this field lists all phone numbers that were specified when creating the client. The data can be viewed in "Client".

  • "Client Risk Status" field - this field indicates the client's status that was assigned when obtaining the loan. This information is displayed in "Client" - "Risk Status".