Purpose of the Report: The Loan Balance Report provides the loan status of the existing loan with total deducted, pending amount, and the EMI details.
Frequency of the Report: You can generate this report after processing the salary
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery
Step 2: Search for the "Loan Balance Report"
Step 4: Select the Loan Type
Step 5: Set Group By
Step 6: Set the Order By
Step 7: Enable the check box Summary if applicable
Step 8: Go to Options, enable the check box "Do not show closed loans" if applicable, and set the Report Output Type.
Step 9: Click on Save
Step 10: Click on Generate
The Loan Balance 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.