Loan Balance Report Criteria
To change the report content data for either notes or commitments, use the view drop down above the account table. Select the appropriate criteria and click "Generate report."

Up to 18 months of data are available. To retrieve a limited amount of data, select specific search criteria.
 
General Search Options
Output to:
   Screen (HTML)
   CSV file (Can be used by a spreadsheet program)
   PDF (Creates a document that can be saved or printed)
To view your output as a PDF, you must have Adobe® Reader® installed on your computer. To download the Adobe® Reader®, click the Adobe link below. To confirm you have Adobe® Reader® installed, view this sample pdf file.
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Accounts:
1-6 View:    
Description Account Note ID Current Balance
PRESTIGE LOAN 1 *0006 1 $160,000.00
PRESTIGE LOAN 2 *0009 1 $45,747.70
PRESTIGE LOAN 2 *0009 2 $45,000.00
PRESTIGE LOAN 2 *0009 3 $150,000.00
PRESTIGE LOAN 3 *2013 1 $170,000.00
PRESTIGE LOAN 3 *2013 2 $170,000.00
Date range: 
 
/ /
(mm/dd/yyyy)
    
/ /
(mm/dd/yyyy)
       To:
/ /
(mm/dd/yyyy)
  
Total by day: