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. Once the run-time options have been selected,
choose Run to produce the report.
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.
