4.72.04 - Bad Debt Reporting Filters

September 2024

How to Filter Reports by Bad Debt Status

If you want to filter your reports based on the bad debt status of a loan, follow these steps to enable the new reporting module:

1. Go to Setup: Log in to your account and navigate to the Setup section.

2. Access Configuration: From the Setup menu, select Configuration.

3. Select Reporting: Click on Reporting to access the reporting options.

4. Enable Bad Debt Module: Look for the option to enable the new reporting bad debt module and turn it on.

Once enabled, you can customize your reports to include or exclude loans based on their bad debt status, allowing for more targeted insights and better decision-making.

What exactly does this mean we can do?

All standard loan-based reports relying on the LOAN table can be filtered by Bad Debt Status, including "Written Off," "Handed Over," or "Account Closed."

Example - Standard Report 11 - Filters

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Bad debt status filters

You have the option to filter the displayed results based on your preference. The available choices include:

1. All Loans (Unfiltered): This option allows you to view all loan records in the database without any filters applied. It provides a comprehensive overview of both good and bad loans.

2. All Loans Excluding Bad Debt: By selecting this filter, you can view a list of loans that excludes those categorized as bad debt.

3. Bad Debt Loans Only: This filter option narrows down the results to exclusively display loans that are classified as bad debt.

What is a bad debt status filter? A simple filter for bad debt loan status based on the loan account closure date (Written Off / Handed Over), where the installment receipts amounts are unrecognizable income.