Purpose of the Report: The Loan Details Report provides the details of month-wise loan deduction and balance details.
Frequency of the Report: You can generate this report for any selected period.
Prerequisite: NA
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery
Step 2: Search for the "Loan Details Report "
Step 4: Select From Date and the To Date
Step 5: Select Loan
Step 6: Select Loan Details
Step 7: Select the Group By
Step 8: Go to Options, enable the check box "Do not show closed loans" if applicable, select the Category and the Report Output Type.
Step 9: Click on Save
Step 10: Click on Generate
The Loan Details 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.