This report is produced when Collection Queue List is selected from the Reports drop-down list. The report is a listing of all borrowers/loans that are currently assigned (resident) in a specified Collection Queue. A separate detail line is produced for each borrower/loan. Each detail line identifies the loan, the date the loan was referred to Collections, the next review date for this loan, and the user ID of the staff member who is currently working this account (if any). The report detail lines are grouped/sorted by:
Borrower SSN
Loan Name
When Collection Queue List is selected, the top portion of the Reports screen is replaced with a parameter entry window as shown in the following example:
The user should select the desired Collection Queue name from the drop-down list, and then click the Submit button to generate the report. All Collection Queues currently defined for this school will appear in the selection list.
The following is a sample Collection Queue List report:
The data elements which comprise the Collection Queue List report are described in the following table:
|
Column Name |
Description |
|
Page Heading |
|
|
For Queue |
This is the name of the selected Collections Queue. |
|
Borrower/Group Line |
|
|
Social Security Number |
Borrower's social security number. |
|
Borrower Name |
The borrowers name, formatted as "Last, First" |
|
Detail Lines |
|
|
Loan Name |
The Loan's name. |
|
Since Date |
The date this loan was placed into collections. |
|
Review Date |
The date this loan is scheduled to be reviewed. |
|
Past Due Amount |
The amount that is past due for this loan. |
|
Locked By |
The user ID of the person who is currently working this collections account (if any). |
|
Report Totals |
|
|
Past Due Amount |
The total past due amount for all loans in this collections queue. |
|
Total Borrowers |
The total number of borrowers currently resident in this collections queue. |
|
Total Loans |
The total number of loans currently resident in this collections queue. |
This report retrieves Borrower and loan data from the CLM database that meets the following conditions:
The borrower/loan is assigned to the selected collections queue.
A separate report detail line is created for each borrower/loan that is retrieved from the database.