Record Values for Payment Summary Reports
For the record values available for other report types, see Record Values Available for Report Columns.
The Payment summary report engine will collect all payments in the portfolio having a payment date within the report's date range.
Your column choices for these reports include all the properties of Payment, Loan, Borrower, and Lender records, including custom fields for all four of these record types.
The payment summary exposes these columns:
- SummaryOfPaymentsRecord:DateCollected - If split date is available, then split date is used for this column. If not available, the payment date is used.
- SummaryOfPaymentsRecord:SplitDate - If the description of the payment has "Split from", this column will be the date at the end of the description text, otherwise it will be blank and/or 1-1-0001.
- Payment:... - all the properties of the payment records, including any custom fields.
- Loan:... - all the properties of the loan records, including any custom fields.
- Borrower:... - all the properties of the borrower records, including any custom fields.
- Lender:... - all the properties of the lender records, including any custom fields.