Creating the Servicing Director Event Manager Loan History Summary Report

Creating the Servicing Director Event Manager Loan History Summary Report

The Servicing Director Event Manager application Loan History Summary report lists transaction information for loans.

 

 


  1. Open the Event Manager application.
  2. View the Event Manager Available Events section of the Event Manager screen.
  3. Expand the Customer Service category of available reports.
  4. Expand the Reports group.
  5. Click the Loan History Summary Rpt event, and drag it to the right to add it to the Scheduled Events section of the Event Manager screen.
  6. If the Criteria screen appears, specify the report criteria. You should enter criteria to select the loan or loans you want to see. Be sure to enter some information or all the history for all your loans will be reported. You may preview the report using the Criteria screen by clicking Preview.
  7. If you wish to schedule the report, specify a schedule. It is not required to schedule the report, and usually it is not scheduled.
  8. If you did not specify any report criteria, click Criteria, and enter criteria to limit the number of event records you want to see.
  9. To run the report, select the report name from the Scheduled Instances list, and then click Run.

Note: To run a single event, such as this report only, click Run. Do not click Run All.

ArticleNumber:

000051077

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