View source for Spectrum Loan Reports

{{SampleContext|
name=Accrued Interest Calculations|
h1=Context contains a List Design and Report Design with the Accrued Interest Calculations.|
h2=One part of the calculation is to calculate the number of days between the last-int-date and a given date.  Currently the given date is the end of the prior month.  Modify the global variable #as-of-date for different results.|
link=Accrued Interest Calculations.ctx|
created=2021/08/20|
results={{Results_Accrued Interest Results|}}
}}

{{SampleContext|
name=Loans Maturing by Branch and Date|
h1=This is a summary report with counts and totals of loans maturing by branch and date.|
link=Loans Maturing by Branch and Date.ctx|
created=2016/09/01|
results={{Results_LOANS-BY-OFFICER-OR-BRANCH-MAT-DATE|}}
}}
 
{{SampleContext|
name=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|
h1=Created in List.  Selects open Vehicle loans that will be paid off in the next six to eight months.|
h2=|
link=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS.ctx|
created=2016/09/01|
results={{Results_VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|}}
}}
 
{{SampleContext|
name=PLEDGE REPORT|
h1=Share Secured Loan Report|
h2=This REPORT lists all Loans, by Account, that have been secured with Shares.  It totals the Loan amount and the Share amount, and gives a message: "Loans are fully pledged." or "WARNING: "Insufficient shares."|
link=PLEDGE-REPORT.ctx|
created=2016/09/01|
results={{Results_PLEDGE REPORT|}}
}}
 
{{SampleContext|
name=Weighted Average by Collateral|
h1=The weighted average of loans by collateral code.|
link=WEIGHTED-AVERAGE-BY-COLLATERAL-CODE.ctx|
created=2016/09/01|
results={{Results_Weighted Average by Collateral|}}
}}
 
{{SampleContext|
name=Weighted Average by Credit Tier|
h1=The weighted average of loans by credit tiers.|
link=WEIGHTED AVERAGE BY Credit Tier.ctx|
created=2016/09/01|
results={{Results_Weighted Average by Credit Tier|}}
}}

{{SampleContext|
name=LOANS-BY-APR|
h1=Created in LIST.  Reports all open loans sorted, totaled, and counted by APR.|
h2=N/A|
link=LOANS-BY-APR.ctx|
created=2016/09/01|
results={{Results_LOANS-BY-APR|}}
}}
 
{{SampleContext|
name=INSURED-LOANS-BY-OFFICER|
h1=Pulls all loans that were opened in the prior month.  Sorts and totals by type of Insurance for each officer.|
link=INSURED-LOANS-BY-OFFICER.ctx|
created=2016/09/01|
results={{Results_INSURED-LOANS-BY-OFFICER|}}
}}
 
{{SampleContext|
name=PAID-OFF-REALESTATE|
h1=Created in REPORT.  Tracks paid off Real Estate Loans.|
link=PAID-OFF-REAL-ESTATE.ctx|
created=2016/09/01|
results={{Results_PAID-OFF-REALESTATE|}}
}}
 
{{SampleContext|
name=DELINQUENT-LOANS-BY-COLLATERAL|
h1=Created in REPORT.  Example of how to create arrays in Visimage.|
h2=The report includes detail information as well as totals for each collateral code.|
link=DELINQUENT-LOANS-BY-COLLATERAL.ctx|
created=2016/09/01|
results={{Results_DELINQUENT-LOANS-BY-COLLATERAL|}}
}}
 
{{SampleContext|
name=FIRST-LOAN-PAYMENT-MISSED|
h1=Created in REPORT. All loans where the first scheduled payment (FIRST-PAY-DATE) is past due.|
h2=All loans where the first scheduled payment (FIRST-PAY-DATE) is past due.  Output includes the primary memberÎs name, SSN, phone number and any co-borrower name(s).|
link=FIRST-LOAN-PYMT-MISSED.ctx|
created=2016/09/01|
results={{Results_FIRST-LOAN-PAYMENT-MISSED|}}
}}
 
{{SampleContext|
name=OFFICER-LOANS-BY-CREDIT-SCORE|
h1=Created in REPORT.  Will find all Open Loans, sort by Officer and group by Credit Score.|
h2=N/A|
link=OFFICER-LOANS-BY-CREDIT-SCORE.ctx|
created=2016/09/01|
results={{Results_OFFICER-LOANS-BY-CREDIT-SCORE|}}
}}
 
{{SampleContext|
name=DELINQUENT-LOANS-BY-OFFICER|
h1=Gathers and displays all delinquent loans by loan officer.|
h2=This report pulls loans that have a balance greater than zero that are 15 days or more past due and are not collateral 999 (charged off).  It is sorted by loan officer and shows how many loans and the total loan balance that are 15-30, 31-60, 61-90, and over 90 days delinquent.|
link=DELINQUENT-LOANS-BY-OFFICER.ctx|
created=2016/09/01|
results={{Results_DELINQUENT-LOANS-BY-OFFICER|}}
}}
 
{{SampleContext|
name=LOANS-BY-COLLATERAL|
h1=Loan Portfolio Summary by Collateral Code.|
h2=This report pulls all loans that have a balance > 0.  It sorts the loans by COLLATERAL and displays a summary by collateral code showing the collateral code, the collateral description, the total number of loans for that collateral code, the total outstanding balance and the average rate on loans in each collateral code.|
link=LOANS-BY-COLLATERAL.ctx|
created=2016/09/01|
results={{Results_LOANS-BY-COLLATERAL|}}
}}
 
{{SampleContext|
name=NEW-LOANS-BY-COLLATERAL|
h1=New Loans Summary by Collateral Code.|
h2=This report pulls all new loans that are put on the books during a year, month.  The year and month are specified by an entry in the user prompt in CCYYMM format.  It sorts the loans by COLLATERAL and displays a summary by collateral code.|
link=NEW-LOANS-BY-COLLATERAL.ctx|
created=2016/09/01|
results={{Results_NEW-LOANS-BY-COLLATERAL|}}
}}

{{SampleContext|
name=Loan Payment Breakdown Using LN-HISTORY|
h1=Loan Payments for the prior month, showing Beginning Balance, Principal, Interest, Fees and Ending Balance.|
h2=This report pulls all monetary transactions for a given month from the LN-HISTORY dataset from the HISTRY database.|
h3=Account numbers and Names are not shown in Results.|
link=Loan%20Payment%20Breakdown%20using%20LN-HISTORY.ctx|
created=2016/09/10|
results={{Results_Loan Payment Breakdown|}}
}}

{{SampleContext|
name=Number of Late Payments|
h1=This report uses the LOAN-FILE.PMT-HISTORY field to count the number of times a loan has been late.|
h2=The late payments are broken into 30, 60, 90 and 120 day buckets.|
link=PMT-HISTORY%20NUMBER%20OF%2030%2060%2090%20TIMES%20LATE.ctx|
created=2016/09/10|
results={{Results_Late Payment Counts|}}
}}


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