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:

Loans Report By Employee

Loans Report By Loan