Report of Maturing Loans

Handling payments and adjustments, running reports, doing your accounting with Moneylender.
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wtech_josh
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Posts: 102
Joined: Tue Jul 30, 2019 7:17 pm

Report of Maturing Loans

Post by wtech_josh »

What’s the trick for generating a report that shows loans maturing in 30 days etc.

Thanks
wtech_josh
Site Admin
Posts: 102
Joined: Tue Jul 30, 2019 7:17 pm

Re: Report of Maturing Loans

Post by wtech_josh »

The report column is SummaryOfFinancesRecord:FinalPaymentDate. Add that to the report. If you want to limit the report to only loans that are maturing before the end of the report date range add a filter for FinalPaymentDate LessOrEqual 0:
reportfilter.jpg
reportfilter.jpg (33.38 KiB) Viewed 18339 times
When filtering on a date column, the value is days (before)after the report end date.

Also, good to choose Loan Status: Open Loans so all the closed loans don’t show up on the report, too.
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