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Report of Maturing Loans
Posted: Mon Nov 08, 2021 10:30 pm
by wtech_josh
What’s the trick for generating a report that shows loans maturing in 30 days etc.
Thanks
Re: Report of Maturing Loans
Posted: Mon Nov 08, 2021 10:31 pm
by wtech_josh
The report column is SummaryOfFinancesRecord:FinalPaymentDate. Add that to the report. If you want to limit the report to only loans that are maturing before the end of the report date range add a filter for FinalPaymentDate LessOrEqual 0:
- reportfilter.jpg (33.38 KiB) Viewed 18220 times
When filtering on a date column, the value is days (before)after the report end date.
Also, good to choose Loan Status: Open Loans so all the closed loans don’t show up on the report, too.