Accounts-In-View New Business Report Screen Help Page

The New Business Report allows you to select a specific date for when loans were created in order to view new loan production.
This data can be sorted by the
  • Insured Name
  • Date the contract was entered
  • Amount Financed
    		•
    You can further group your selection by agent by choosing an option under the Agent selection area
  • All Agents
  • Agent Number or
  • Agent Name
    		•
    This page also allows you to see complete report detail or you can choose to view only the summary information. When you are finished entering all of your selection data, click on the Run Report button at the bottom of the page.
    |Back to Help Home Page||Bottom|
    If you select the Option Show only summary info, you will get the New Business Summary Screen
    Report Query Fields Explanation
    Date RangeEnter the date range you wish to view report information for. The range must be entered with the following format: (MM/DD/YYYY) - Example: January 1, 2001 is entered as: 01/01/2001
    Sort ByThis field provides you the option of sorting your report data by the insured name, date entered or amount financed.
    Agent SelectionYou have the choice of viewing report data on all agents or a specific agent by clicking the Specific Agent field.
    Detail LevelThis section allows you to view the report data in a detailed format, which will include Total Premium, Down Payment, Amount Finance, Finance Charge, Borrower Name and date of the contract. The summary detail will provide you a combined total of all contracts generated by each agent.

    Input1 LLC - ©,2000

    |Top of the page|