Report on Monthly Credit Applications
(Credit Month End Summary)
Access
This report displays each Payment Type that contains an application for credit within the date range selected. The number of applications and associated calculations shown in this report are based on the number of times financing was applied for, not on the number of orders with financing. It can be run on demand for a selected single date or selected range of dates.
The output of this report may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.
Finance ProviderIndicate a specific finance provider for which the report will be run, or leave the field blank to report on all providers. You may click the Search button to select from a list of finance providers.
District
StoreEnter the locations you want to include in this report. If you know the code of the location, enter it directly. If you click on the Arrow, you can choose a location from the list that appears. If you select Multiple Locations from the list, you access the Multiple Locations Selection Window, from which you can choose one or more locations. You can also access the Multiple Locations Selection window if you click on the Action button. If you click on the Search button in the Multiple Locations Selection Window, you access the Multiple Selection Lookup Window. Use this window to select all locations (that is, all locations available to you) by clicking on Select All.
At this and any other Location field, the locations you see (that is, the list of locations available to you) may be affected by Regional Processing restrictions.
Date CodeClick on the Arrow button to view a list of date codes, then select the code that best indicates the time period on which to base your report.
Start DateIf you select CUS at the Date Code field, you activate this field. Use this field to specify the start date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.
If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.
End DateIf you select CUS at the Date Code field, you activate this field. Use this field to specify the end date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.
If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.
As Of DateIf you select CUS (custom) at Date Code field, you activate this field. Use this field to specify the as-of date for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.
If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.
Include Financed DepositsSelect this field (check the box) to include any activity caused by a financed deposit. Leave the field un-checked to exclude any activity caused by a financed deposit.
Send Output toThe output destination of the report displays. To change the output destination, click on the Actions button and select Output Settings.
Export PathIf you select either the Personal Report Viewer (PRV), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.
Once the run-time options have been selected, choose Run to produce the report.