The Loan Summary Report provides the summary of active loans and closed loans details such as loan start date, end date, interest detail, loan period, loan type and active status, etc. for a particular period. You can generate this report for any selected period.
To generate the Loan Summary Report, perform the following actions:
- From your greytHR Admin login, navigate to Reports > Reports > Reports Gallery. The Reports Gallery page opens.
- In the search box, type Loan Summary Report. The Loan Summary Report page opens.
- From the From Date and To Date dropdown calendar, select the required dates.
- From the Loan Status dropdown list, select the status of the loan.
- Select All Employees/Selected Employees as per your requirements.
- From the Group By dropdown list, select the required option.
- Click Options to customize the report.
- Enter the required details and click Save to save the customization.
- Click Generate to generate the report.
Note: You can view the generated report under the Recent Reports page.