Printing Reports and Statements

Reports in the Nortridge Loan System are defined as those documents which may be printed at any time by accessing the document format from the Reports menu, selecting from a list of parameters, and executing the report. The integrated report generation tool then pulls all of the data required for the selected report and the supplied parameters from the database.

The other type of document generated by the loan system is Statements. These documents are not requested at will. The data for statements is placed in a queue within the database during the accrual process on a date that was predetermined by the setup of the loan. Then the entire queue or a portion of it may be generated by the report generation tool and printed. See Statements for more information.

Note

There is a limit of approximately 2 GB of data that NLS can process when printing large batches of reports or statements. If you encounter an error (HPDF_FAILD_TO_ALLOC_MEM) while working with large batches, reduce the number of reports/statements in the batch and try printing again.

Reports

To print or view reports, click the Reports slider on the shortcut barselect Reports > Reports on the shortcut bar. This slider contains icons for Reports, Statements, Reprint Statements, and Cash Flow Reports. The Reports screen is displayed by default when you click the Reports slider.

The reports selection tree will contain a list of all reports currently installed in your database. If this tree is blank, then you have not installed any reports. See the section on installing report packs for more information.

The reports are organized in the tree into logical groupings. Click next to a heading in the tree to expand that heading and see the sub-headings or reports that exist below it. When you have located the report that you want, click on that report.

All of the possible parameters associated with the selected report are loaded onto the main screen on a parameter selection list. The available parameters for each report are listed below in the section on that particular report.

After selecting a report and filling in any desired parameters, click . The report will be generated and shown on the screen.

To send a copy of the report to the printer, click .

To save the report locally, select File > Save As… and choose the destination folder and enter the name to save the report as.

To save the report within NLS, select File > Save Under Report Parameter Save Under Report Parameter. The saved report will appear under the report parameter in the tree view (right click on the report parameter and select Refresh if you do not see the saved report). The saved report can be removed from the list by right clicking the report in the tree and selecting Delete Report.

The default color used for highlighting is yellow. This can be changed by clicking Report Color the Actions > Report Color menu and selecting Green Bar, Transparent Color, or Custom Color….

Command Description
Print Parameters Prints the current parameter values.
Clear Report Parameters Resets all report parameters to their default values.
Stored Parameters
Add

Saves the current set of parameters.
Delete

Delete the selected stored parameter.
Update

Overwrites the selected stored parameter with the new values.
Schedule in Service

Displays a dialog for scheduling the report in NLS Service.
Run Report in Service Now

Immediately runs the stored parameter that is currently scheduled in NLS Service.

Statements

During the nightly accrual process, any statements that are scheduled to generate will be placed in the queue. Statements in the queue are not automatically sent to a printer.

In order to print the statements, click on the statement icon on the shortcut bar Reports > Statements to go to the statement printing screen. This screen lists the number of statements currently in the queue, and also lists various parameters that can be used to narrow the list of statements for printing.

All billing and periodic statements are printed from the statement tab. There is a separate late notices tab.

If you wish to print all of the statements currently in the queue, simply click Refresh to select all of the statements and then click the print button. The statements will be generated and sent to the printer, and the queue will be cleared.

If you wish to only print a certain type of statement, you may click on any of your statement codes in the tree. Only statements of that type will be selected. Click the print button to print these statements and they will be removed from the queue once they are printed. Other statements will remain in the queue for later printing.

If you wish to print a subset of statements based on a selection criteria, enter your criteria parameters and click the refresh button. You will be shown how many of the queued statements fall within the bounds of your criteria. Click to print these statements and they will be removed from the queue once they are printed. Other statements will remain in the queue for later printing.

If you want to clear statements from the queue without printing them, click Process Statement WO Printout.

Queued statements can also be printed from the document print queue by clicking Processing > Document Printing.

Statements can also be viewed for each loan by clicking the Comments tab in the loan view.