www.loanperformer.com

Table of Contents (Online Help)

Deleted Time Deposits Report

Loan Performer gives a report on Deleted Time Deposits transactions for any or all clients in a given period. This report can be viewed, printed or generated for different Branches, Currencies or Geographical areas as well as different client types.

How to View the Report on Deleted Time Deposit

To access this menu go to the Savings/Time Deposits/Time Deposit Reports/Deleted Time Deposit Report and a screen like the one below shows up:

• Report date from: In these fields specify the reporting period in the fields, e.g., "01/01/2010 to 16/02/2011".
• Branch Code: Choose the Branch Code from the drop-down or tick the check-box Check for all Branches to select all Branches.
• Currency: Select the currency in which the Time Deposit was opened.
• Product: Choose the product from the drop-down or tick the check-box Check for all Branches to select all products.
• Geographical Area: Loan Performer can give a report based on geographical area. To do this select the geographical area of concern from the drop down list or tick the checkbox Check for all to select a report for all geographical areas.
• Opened and deleted time deposits: When this option is selected, LPF report will display time deposits that were opened and deleted within a specified period e.g."01/01/2019" - "30/04/2020"
• Closed and deleted time deposits: When this option is selected, LPF report will display time deposits that were opened closed and deleted within a specified period. A time deposit is closed when it has been withdrawn, renewed or transferred

Specify the Client type to report on, e.g., "Individual, Groups, Business or all Clients" and select any other required additional options or use the default selections.

Click on the OK button and reports like these below appear:

Close the preview to exit the menu.

Related Topics

Contact LPF live support for more information
This service requires an Internet connection.