Viewing Loan Metrics

Loan Metrics link arrow_upward

Loan metrics are a list of read-only closing balances on the selected date that are owed to and owed by trading partners. Live charts are available for these grids.

1. Expand Reports within the navigation menu, then open Loan Metrics page.
2. Tabs will appear at the bottom, open Running Balances, Range Totals or Transactions to view the detail grid related to the Trading Partner.

Hover over data points in each chart for more detail.

1. Click the chart button to display a bar chart for closing balances. This chart is suitable for a specific date.
2. Open the Running Balances detail grid, and click the chart button to display a line chart for running balances. This chart is suitable for data within a date range.

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Charts cycle through three display modes; grid + chart, full chart and full grid.

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Running Balances, Range Totals, Transactions, and Stocktakes detail grid's link filters match on product, location and sending date - last 30 days. Use the blue arrow and Link Filters tool to filter accordingly.

Understanding Loan Metric Fields link arrow_upward

Row Grouping link arrow_upward

Row grouping allows summarised data into group rows in the Loan Metrics grid.

1. Expand Reporting within the navigation menu, open Loan Metrics page.
2. Click the window icon on the top-left of the grid to open the column selection tool.
   
3. Drag displayed column headers of 'Date', 'Location', 'Product' and/or 'Account' to the Groups section in the column tool.
4. Drag 'Closing Balance' column into Values section in the column tool to sum.

For example, grouping by 'Product' and summing by 'Closing Balance' will display the combined site balance for each product.

Emailing Loan Balances link arrow_upward

1. Unhide 'Email Loan Balances' button.
2. Focus on Location and Product row, click 'Email Loan Balances' button.

1. The email toolbar will pop-out. Click the Chevron arrows to expand the toolbar.
2. An email draft including the closing balance of the specified date and product will be created. If there are loan transactions from the previous 7 days, it includes these.
3. Optionally, add text in the 'Body' field.
4. The 'To' email address is specified against the location, but, like the CC and BCC, can be edited in corresponding fields.
5. Click Send.

Recalculating Data link arrow_upward

If the balance does not seem accurate, recalculate the database.

1. Expand Reference Data within the navigation menu, open Organisations page.
2. Click the Recalculate button, and click No to verify all calculated fields. A progress bar will appear at the top of the page. A success message will pop-up once complete.

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This function is only available to 'Is Super' users.