The Reports menu item provides authorized users access to functions that can be performed to produce various CLM system reports. These reports are accessed via the drop-down Function box that appears in the Navigation Bar of the Reports screen. The user can access any report by selecting the appropriate identifier from the drop-down box.
Some reports require or provide the option to enter one or more report parameter values. When such a report is selected from the drop-down list, the top portion of the Reports screen is replaced with a parameter entry window. The user should enter the parameter value(s) as needed, and then click on the Submit button.
If no data is found that corresponds to the supplied parameter value(s), the following message is displayed in lieu of the report:
After a report that does not utilize parameters is selected from the drop-down list, or the Submit button is clicked for parameter-driven reports, a Java applet is loaded in order to display the report viewer. The load process will take longer for the first report than for subsequent reports; this is due to the time needed to start Java on the user's workstation. For more information on the report viewer load process click the following link:
To close a report that is displayed in the report viewer, either
select another report from the Reports drop-down list, or click the 
icon to return to the Main Menu.
If no data is found for the selected report, the following message is displayed in lieu of the report:
The following table provides a brief description of each report. Additional information about each report can be reviewed by clicking on the appropriate link or by opening the associated chapter found in the table of contents.
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Report Name |
Description |
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A listing of all borrowers who are paying by ACH, and have a principal balance remaining. Shows Due Date and Payment Amount. |
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A listing of all borrowers who are paying by ACH, and have a principal balance remaining. Shows customer status and Bank Transaction Code. |
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Produces the AOR Summary and Detail Reports. |
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A listing of all ACH borrowers/loans whose loan balance is less than the regular loan payment amount. |
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A listing of all borrowers that have one or more loans. Each borrower detail line identifies the borrower, the total number of loans the borrower has, and total principal balances for those loans. |
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Provides a list of all CLM Addresses associated with a borrower. These include the borrower, comaker, reference and employer addresses. Can retrieve addresses for one, several, or all borrowers. |
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A listing of all loans currently in collections, grouped by Collection Queue name. The loans are "aged" to indicated the number of days past due, based on a supplied aging date value. |
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A listing of all borrower loans, grouped by Loan Status. Each detail line identifies the borrower, the loan, and provides principal amount and balance information for the loan. |
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A listing of all borrower loans, grouped by borrower. Each detail line identifies whether or not the loan has been satisfied or is waiting to be satisfied. |
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A listing of all (undeleted) Benefits that are currently recorded in the CLM database. |
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A listing of all borrower loans, grouped by borrower, that currently have an active benefit. |
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A listing of all borrowers that have the "Exit" Borrower Flag set. |
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A summary listing, grouped by Campus Code and Loan Name, of the loans' various principal amounts. The total number of loans for each Loan Name are also provided. |
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A listing of all Cancellation transactions that were made during a specified time period. |
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A listing of all (undeleted) Coded Data Values that are currently used by the CLM system. |
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This is a listing or summary of all federal loans (Perkins, NDSL, Defense) that are in a certain cohort (regardless of status). The report also calculates the default rate for these loans. |
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A listing of all loans in a certain cohort that are in Collections. |
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A listing of all borrowers/loans that are currently assigned to a specified Collection Queue. |
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A listing of all loans referred to collections during a specified time period. The detail is organized by Collection Queue and Loan Name/Sub Name. |
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A listing of all borrowers/loans removed from collections during a specified time period. The detail is organized by Collection Queue, transaction date, SSN, and loan name/loan sub name. |
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A listing of all loan information associated with a specific borrower. For each loan, a loan history is provided, as well as summary information pertaining to the loan itself, such as terms, dates, and payment method. |
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This is a listing of all Inbounded (but not yet applied) payment transactions for a specified Payment Date, grouped by Batch ID. |
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This is a listing of all applied payment transactions for a specified Payment Date, grouped by Batch ID, Campus, Loan Name. |
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A listing of all Payments and Reversals that were applied on a specified transaction date. The payments are grouped by loan name, and within loan name by borrower SSN. |
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A listing of all ACH Payments that were applied on a specified transaction date. The payments are grouped by Campus, Loan Name and then sorted by SSN. |
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This report provides a summation, by loan and ledger account, of all financial transactions that were applied on a specified transaction date. For each loan/ledger account the total Debit, Credit and Net amounts are displayed. |
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A listing of Adjustment financial transaction types applied for a specified transaction date. The transactions are grouped by borrower and by loan. |
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A listing of all borrowers who are behind/late on the payment of any loan. A separate detail line is produced for each late borrower/loan. |
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This report lists all loans that have the Default Flag set, and the associated 240D and/or 270D transaction information. |
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A listing of all borrowers/loans that have been assigned to an external Collections Queue. |
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Will search through Payment History to find a payment or payments that match a check/card number and/or payment amount. |
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Produces the appropriate FISAP reports. |
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A listing of all the records in the General Ledger table. |
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A listing of all borrowers that have a non-zero House Account balance. |
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A listing of all payments made to House Accounts within a specified time period. |
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A listing of information pertaining to Institutional-type loans, grouped by loan status. The user can specify a partial/complete loan name to restrict the scope of the report. |
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A listing of all loans that have a payment term of "Interest Only". |
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A listing of all loan advances made during a specified time period. |
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Similar to the Loan Advances report, but lists the advances by Ledger Account and Ledger ID. |
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A listing of all borrower loans that currently have a specified Benefit Type/Code in place. |
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A listing of all loans that have a "Z" (paid in full or cancelled) status, and that have a principal balance less than zero. |
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A listing of all borrowers that are not making payments via coupons. |
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A listing of all (undeleted) Note Type records in the CLM system, grouped by Note Type. |
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A listing of all payment transactions that have been Inbounded but not yet processed, or Inbounded payments that have been processed but were not applied due to error. |
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A listing, by borrower, of all Perkins loan principal balances. Borrower and Report summary totals are also provided. |
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A listing of all loans with a status of "P" (postponed), "D" (deferred), or "G" (grace), and that have a payment due date less than or equal to the supplied date parameter value. |
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A listing of all loans that have a status of "ready to close" ("T"). |
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A listing of all borrowers that have the Registrar Flag set on one or more of their loans. |
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A listing of all loans that have a principal balance of less than negative $5.00 . |
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A listing of general CLM and address information for all active CLM users, grouped by their Security Group assignment. |
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A listing grouped by Loan Name and Loan Status, that presents the total principal and interest amounts for each grouping. |
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This is a listing or summary of all federal loans (Perkins, NDSL, Defense) that also calculates the "traditional" default rate. |
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This report presents a summary of Debits and Credits, by Ledger Account, that have been made since the last General Ledger Posting Date. There are several parameters that can be used to control the selection of data. |
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Allows the user to input numerous parameters in order to ensure that a selected letter is sent to a defined group of borrowers. |
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This option provides the ability to print mail that has been created by any or all users of the system. |