You are here: Reports > General Information

GENERAL INFORMATION

Function 
To provide staff and management with reports that document portfolio conditions.


Operating Instructions
Select the report you wish to produce by clicking on the appropriate process button.
​

Things You Should Know

• In order for reports to produce accurate information, Loan Master files must contain the data to be processed.  For example, if Maturity Date is not completed, the Aging Report will be unable to determine when the loan is due to be repaid in full.  It is especially important to complete as many fields as possible on the Loan Terms tab of Loan Master files.  If a report produces information that you feel is incomplete or inaccurate, review the Loan Master files to verify all pertinent fields contain valid data. 
• If report criteria includes a “Cutoff Date”, loan activity posted beyond the date entered will not be included in the report.  This feature allows you to pull reports retroactively when necessary. 
• Once the search criteria has been narrowed by, for example, limiting the funds to be included, it is necessary to select the process button “Clear Selections” before pulling the report again.  Another way to accomplish this same task is to “Exit” the report screen and select the report again. 
• The first time you Print a report after logging into RLSS, it may appear to be slower than normal bringing the report to the screen.  This is due to Crystal Reports having to be initialized first.  Subsequent reports will be much quicker in how they appear. 
• If a slash (/) is entered in the company name, when printing reports and narrowing down by loan number which loans are to be included, you must select from the drop down rather than typing the loan number.