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Transaction history reports

Understanding transaction history reports and data options.

Transaction history reports organize data from accounts into individual categories to make searching for specific information easier. When viewed in comparison to other tenant-level reports that LoanPro offers, you’ll have a more well-rounded perspective to evaluate specific elements within your company. This article outlines the available reports on the Transaction History page.

  • Payment Breakdown Report: a breakdown of the payments that have been made on customer accounts within your company over a date range.
  • Reverse Payments Report: displays the reversed payments made over a date range.
  • Charges Report: lists all charges and how many times they were assessed over a specified time period.
  • Funding: shows all the accounts that have been funded over a period of time.
  • New Accounts Report: displays all accounts created over a specific date range.
  • Suspend/Release Interest Report: lists all the suspend or resume interest orders placed on accounts in your company. 
  • Due Date Changes Report: provides a way to view up the due dates that have been changed on all your customer accounts.
  • Promises Report: lists all promises, customers' commitments to payment, over a specified time.
  • Note History Report: view all the notes logged in your company accounts in a single location. 
  • SMS History Report: a history of SMS messages sent to all your customers.
  • Amount Past Due (APD) Adjustments Report: all amount past due adjustments made across all accounts within the company.
  • Days Past Due (DPD) Adjustments Report: all days past due adjustments made within your company.
  • Charge-Off History Report: displays all the charge-off transactions across all your accounts.
  • Loan Alerts Report: displays a list of all Alerts across the company. 
  • Audit Trail Report: shows all of the audit trails on all the accounts in your company.
  • Enhanced Funding Report: lists all accounts that have been funded using the funding tool over a period of time. 
  • Webhooks Report: displays webhooks sent by your account across all accounts.
  • Interest Adjustment Report: displays all of the interest adjustments transactions.
  • Agent Action & Results Report: a list of all agent actions and results that have been logged within your company. 
  • Advancements Report: shows you all of the advancements your company has logged. 
  • Credits Report: lists all credits granted across the company.
  • Escrow Estimated Disbursement Report: see estimated escrow disbursements over a date range.
  • Escrow Transaction Report: see all escrow transactions in your company over a date range. 

Once you have run any of these selected reports, the following data options are available under the ‘Data Options’ drop down menu:

Option Description
Excel data dump Download the report as a CSV file.
Schedule report Schedule this report to pull in the future.
Email list Email the customers on the accounts where the payments in the report were made
Servicing queue Run a servicing queue of the accounts that had payments in the report.
Run TCN campaign Send automated phone calls to the customers from the accounts on which the payments from the report were made.
Send to billing Send the accounts from the report to the billing tool
Create custom forms Print custom forms for the accounts on which the payments in the report were made.
SMS tool Send the accounts from the report to the SMS Tool.
Credit report This lets you send the group of accounts to be exported in a way that can be used by the Credit Manager to report credit.
Loan admin tools This lets you do things like run rules applied on the group of s.
Smart mail house Send the s from the report to Smart Mail House.

For more instructions on exporting reports, see our reports overview. 

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