Navigation:  Loans > Loan Screens > GOLDPoint Systems Only: Loan Reports > History tab

Use this tab to view basic history information for loan reports set up on the Loan Reports screen.

 

 

Use the fields on this tab to indicate criteria for history items to appear in the list views on the bottom of the tab. To view the history for report setup changes, use System Identifier "CF" and Record Type "LR." To view changes to loan report definitions, look for FPXL record changes. For parameter definition changes, look for FPXD record changes.

 

Once all necessary search criteria has been indicated, press <Get Histoy>. All history items that match the indicated criteria will appear in the top list view. When an item is selected in the top list view, further information about the item will appear in the bottom list view.