Loans
Loans Report will provide an indicative information for employees having contracted a loan from the company. Information obtained are : Loan amount, monthly repayments and balance due.
- Step 1: Click on Menu Reports
- Step 2: Click on icon Reports
- Step 3: Click on the ”+” sign to expand the list of available reports
- Step 4: Choose the required report and click on the ”+” sign to expand
- Step 5: Click on “By Employee” to view Loans by Employee, or click on “By Loan” to view the same report by Loans.
- Step 6: If a filtering/range is required for this report, then it can be added here.
The list of possible criteria fields for this report are: Employee, Loan Status, Employment Date (please refer to Criteria section for explanations)
- Step 7: Click on Preview button.
Sample of above report:
