AICS Research


Loan
Production
Report


Last updated:

February 15, 1999
Summit Spectrum 28.13

Report highlights

This is a management report that was written as an alternative to Loan Committee Minutes report. The reports show the total number and dollar amount of loans approved and denied during a specified period of time. It also lists the APR and term for approved loans. Further, it reports the totals by loan officer. Detail reports are also included which list each loan and the pertinent information.

The macro provided demonstrates a looping technique that reads and uses items stored in a storelist. Each time an item is read from the list, the macro loops through a series of commands. In this example, the loan officer code is written back to the worksheet and used as the basis for calculating the loan officer summary reports.

The worksheet is all that is necessary to create the report. However, the report has been automated to run at the end of the month without input or interference from an operator. In this way, the report is printed and waiting with the other month end reports.


Files included
  • NewLoanW - QueryCalc worksheet
  • NewLoanM - QueryCalc macro
  • NewLoanJ - job which runs the macro
  • Readme.txt - a text file of instructions

Databases accessed
  • LOANAP - Spectrum Image Database
  • MEMBRS - Spectrum Image Database
  • NEWLOAN-PRDB
    - KSAM Database created by QueryCalc

Special Requirements

PostScript printer. In order to print the report to the PostScript form provided, you must have a PostScript printer. If you do not have a PostScript printer, you will need to edit the layout page(s).

QC Reports   QueryCalc

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