The Loan History Report can be run from the Reports screen or you can get this data from the loan directly (Right Click and select Loan History).
To run the loan history from the reporting screen, first select reports from the Bravo Dashboard:
Next, click "Loan History" from the list of Loan Reports in the Reporting screen:
Once you click "Preview" you will see a pop-up box that will allow you to configure your report:
Enter a loan number and click "OK" to see the loan history report:
On the loan history, you can see the following information:
- Item
- Number of items in the loan
- Category
- Category of item on report
- Full Description
- Description of item on loan
- Negotiated Interest Rate
- Interest rate - or negotiated interest rate of loan
- Original Loan Amount
- Principal of loan.
- Latest Remaining
- Any remaining after a loan principal payment
- Location
- Where loan is located in Store
- Customer
- Customer on loan ticket
- Ticket Number
- Ticket number or loan number
- Disposition
- Latest disposition of loan
- Date & Time
- Transaction time stamp
- Associate
- Which associate completed the transaction
- Comments
- What happened on loan.