Purpose of the Report: 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.
Frequency of the Report: You can generate this report for any selected period.
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery
Step 2: Search for the "Loan Summary Report"
Step 4: Select From Date and the To Date
Step 5: Select Loan Status
Step 6: Select the Employee Type "All Employees" or "Selected Employees" as per your requirement
Step 7: Select the Group By
Step 8: Go to Options, enable the check box "Show future month loans" if applicable, and set the Report Output Type.
Step 9: Click on Save
Step 10: Click on Generate
The Loan Summary Report will be generated and available under the Recent Reports section.
The Recent Reports page displays the reports that you have recently generated. You can regenerate them by clicking on Run Again.