Main Menu | Reporting | My Reports (Stratification group)
The sample report below shows new and renewed Loans by officer code. The primary sort of the report is by the Loan category and within each category are types: fixed, floating, and adjustable and under each type by officer code. The columns across the report displays the new balances, average rate, and the number of new and renewed items for the processing month. You can select the accounts you wish to see on this report by going to the Reporting/My Reports tab and editing the report and selecting the accounts.
The New Activity By Officer is available for CDs as well.
There is also a sub report - Summary by Officer which resorts the information by Officer code as shown below:
The New Activity By Officer report can be configured through their parameter selection to provide different views. The following screen displays the system parameter that can be customized by the bank.
There is one system parameter for this report which can be changed by the user:
Parameter 1: ApplCode - Options are CD, Loan, DDA, Saving, Xmas, and Misc. If you change this parameter, you may need to change the header to show the appropriate application you're using.