To open the Account Application Summary Report, from the Report menu, click Report Explorer and select the Account Application Summary group.

Select the Order By and Applications to show

Order By

Select the order in which the report is to appear, by Code or Name.

Descending

Tick to display in a descending order or leave blank to display in an ascending order.

Applications

Select the Applications to be included or leave blank to include all.

Alternatively use F6 to look up Applications.

Date As At

Enter the date the report will be calculated "to". The 'As At' Date is used when calculating values such as Monitor Categories, Balance and Overdues.

Select Columns to include

Columns

Tick the appropriate columns for the corresponding information to be included within the report. Select from Account Application Type, Account Application Type Description, Creator, Created, Date Closed, Closed User, Preferred Loan Amount, Total Advances or Status.

See Topics, for more information about Application Filters, Ranges, Grouping, Printer, Data Export, Add to Queue and Settings.