Transaction history reports

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:

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