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Basic - List of Contracts ​

This report contains information on all contracts in the system. This report presents information as of the report generation date.

The elements contained in the report are related. This instruction will show an analysis of records and fields of the "List of Contracts" report for the current date. To get the report, you need to generate it, i.e., select "Report" - "Basic" - "List of Contracts" in the taskbar, click the "generate" button. Then select from the list of generated reports and download it to your PC.

  • The "No." field displays the sequential number in the report list.

  • The "Creation Date" field displays the contract creation date. This information is displayed in the "Contract" - "Request" section.

  • The "Issue Date" field displays the contract issue date. This information is displayed in the "Contract" - "Financial Information" section.

  • The "Planned Issue Date" field displays the planned issue date according to the planned schedule. This information is displayed in the "Contract" - "Financial Information" - "Schedules" section.

  • The "Planned Repayment Date" field displays the planned repayment date according to the planned schedule. This information is displayed in the "Contract" - "Financial Information" - "Schedules" section.

  • The "Contract Code" field contains the unique sequential number of loan contracts. This information is displayed in the "Contract" section.

  • The "Client" field displays personal information about the borrower – the client's full name. This information is displayed in the "Client" section.

  • The "Status" field displays information about the current contract status at the time of report generation. Contract statuses can be: normal, overdue, restructured, restructured overdue. This data can be viewed in the "Contract" - "Financial Information" - "Status History" section.

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

  • The "Duration Between Repayments" field displays information about the repayment period. This information is displayed in the "Contract" - "Loan Product" section.

  • The "Loan Amount" field displays information about the loan amount. This information is displayed in the "Contract" - "Request" section.

  • The "Closing Date" field displays the contract closing date. This information is displayed in the "Contract" - "Financial Information" section.

  • The "Closing Status" field displays information about the loan closing status. This information is displayed in the "Contract" section.