Difference between revisions of "Webinar Reports"
| Line 1: | Line 1: | ||
{{SampleContext| | {{SampleContext| | ||
name=Loan Portfolio| | name=Loan Portfolio| | ||
| − | h1=Context created during the | + | h1=Context created during the "Askplus and Visimage3 New Features" 10/20/2022 webinar| |
| − | + | f1=This context requires an SD Indexed file called "LOANTYPES". The LOANTYPES file was created from an Excel spreadsheet using the Data Import option in Visimage3. An example Excel spreadsheet can be downloaded using the Loan Categories link below.| | |
link=Loan-Portfolio-EOM.ctx| | link=Loan-Portfolio-EOM.ctx| | ||
created=2022/10/20| | created=2022/10/20| | ||
results={{Results_Loan Portfolio Formatted Excel Output|}} | results={{Results_Loan Portfolio Formatted Excel Output|}} | ||
}} | }} | ||
Latest revision as of 21:54, 26 October 2022
Loan Portfolio
- Context created during the "Askplus and Visimage3 New Features" 10/20/2022 webinar
Sample Report Output
DATE: 10/26/2022 TIME: 2:12 PM
Loan Portfolio for Vital Soft Employees CU
All loans as of 09-30-2022
Loan Type Nbr of Loans Tot Balance Weighted APR Delq Cnt Delq Bal
Vehicle 72 283,053.38 5.1939% 46 179,589.69
Real Estate 12 1,096,931.33 7.8403% 6 540,483.83
LOC 3 92,660.88 7.5857% 0 0.00
HELOC 7 224,650.49 7.5098% 3 32,433.87
VISA 65 77,888.78 10.0900% 40 34,278.47
Other 7 51,948.89 12.8152% 3 19,606.30
166 1,827,133.75 98 806,392.16
- This context requires an SD Indexed file called "LOANTYPES". The LOANTYPES file was created from an Excel spreadsheet using the Data Import option in Visimage3. An example Excel spreadsheet can be downloaded using the Loan Categories link below.
Download Loan Portfolio
Created: 2022/10/20
