Purpose of the Report: The Loan Transaction Report is a simple report that contains the complete loan transaction details such as loan date and type, total principal amount, closing balance, total deduction, loan transaction type, etc.
Frequency of the Report: You can generate this report anytime.
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery
Step 2: Search for the "Loan Transaction Report"
Step 3: Select From Date and the To Date
Step 4: Select the Loan Items
Step 5: Set Group By
Step 6: Set the Sort Order
Step 7: Enable the check box Summary if applicable
Step 8: Go to Options, set the Report Output Type.
Step 9: Click on Save
Step 10: Click on Generate
The Loan Transaction 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.