How can admin generate loan details report?

The Loan Details Report provides the details of month-wise loan deduction and balance details. You can generate this report for any selected period.

To generate the loan details report, perform the following actions:

1. From your greytHR Admin login, navigate to Reports > Reports > Reports Gallery. The Reports Gallery page opens. 
2. In the search box, search for Loan Details Report. The Loan Details Report page opens. 
3. From the From and To dropdown list, select the required months. 
4. From the Loan dropdown list, select the required loan type.
5. From the Loan Details dropdown list, select the details of the loan.
6. From the Group by dropdown list, select the required option. 
7. Click Options to customize your report.
8. Enter the required details and click Save to save the customization.
9. Click Generate to generate the report. You can also click Mail me if you want the report on mail.
   Note: You can view the generated report under the Recent Reports page.

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Related Links:

❓FAQs - To read more about Reports Gallery, click here.

▶Video - To watch the Reports Gallery, click here.

📃Documentation - To read more about Reports Gallery, click here.

📢Product Update - To read our product update, click here.