To open the Loan New Business Report, from the Report menu, click Report Explorer and select the Loan Reports group.

Description	The Loan New Business Report shows Loan Accounts added via the New Accounts wizard (advance only type Elements), additional Withdrawals or where the Account has been Refinanced.
Purpose	The New Business Report shows where new Business has come from, for example new Accounts, additional Withdrawals or Refinanced Accounts.

Select the Order By and Accounts to show

Order By

From the dropdown list select the order in which the report is to appear.

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

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

Alternatively use F6 to look up Accounts.

Enter the date the report will be calculated "to"; used when calculating values such as Balance.

Specify the period to include, e.g. '1 month' shows all new business in the last month.