{"id":15939,"date":"2024-08-16T16:08:05","date_gmt":"2024-08-16T16:08:05","guid":{"rendered":"https:\/\/margill.com\/fr\/?p=15939"},"modified":"2025-10-10T08:44:38","modified_gmt":"2025-10-10T12:44:38","slug":"margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments","status":"publish","type":"post","link":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/","title":{"rendered":"Margill Loan Manager – How to create a report which identifies all of the unpaid payments"},"content":{"rendered":"

Q:\u00a0<\/strong>How can we create a report which identifies all of the unpaid payments?<\/p>\n

A:\u00a0<\/strong>I would create and run a Transaction<\/strong> report.<\/p>\n

\"\"<\/p>\n

1. Create a New report template. On the top right, pick up at least the Unpaid Pmt Line status (there could be other Unpaid Pmt Line statuses).<\/p>\n

2. On the left from the “Transaction Data” theme, pick up at least Line Status, Pmt Date and Expected Pmt. I also included the Outstanding amount balance that will appear on each transaction.<\/p>\n

3. Then add the loan identifiers such as loan ID, Borrower data, etc. (I moved them up for the report with the arrows on the right). You could also add an email, phone number, etc. so collectors can easily reach these clients. You could also email these clients directly in Margill (or automate the process, but I will not cover this here).<\/p>\n

\"\"<\/p>\n

I called my report “Unpaid Pmts”. Run it for the desired loans and period. I ran mine for January 2024:<\/p>\n

\"\"<\/p>\n

I have 4 unpaid payments. Notice the Outstanding amount on loans 10104 and 10392. This shows that these are bad payers since the Outstanding (balance) is higher than the current unpaid payment. You can show totals and export to Excel or other.<\/p>\n

\"\"<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Q:\u00a0How can we create a report which identifies all of the unpaid payments? A:\u00a0I would create and run a Transaction report. 1. Create a New report template. On the top right, pick up at least the Unpaid Pmt Line status (there could be other Unpaid Pmt Line statuses). 2. On the left from the “Transaction […]<\/p>\n","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","footnotes":""},"categories":[405,193,404],"tags":[],"class_list":["post-15939","post","type-post","status-publish","format-standard","hentry","category-margill-loan-manager-documentation","category-knowledge-base","category-margill-loan-manager"],"yoast_head":"\r\nMargill Loan Manager - How to create a report which identifies all of the unpaid payments - Margill<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Margill Loan Manager - How to create a report which identifies all of the unpaid payments - Margill\" \/>\r\n<meta property=\"og:description\" content=\"Q:\u00a0How can we create a report which identifies all of the unpaid payments? A:\u00a0I would create and run a Transaction report. 1. Create a New report template. On the top right, pick up at least the Unpaid Pmt Line status (there could be other Unpaid Pmt Line statuses). 2. On the left from the “Transaction […]\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/\" \/>\r\n<meta property=\"og:site_name\" content=\"Margill\" \/>\r\n<meta property=\"article:published_time\" content=\"2024-08-16T16:08:05+00:00\" \/>\r\n<meta property=\"article:modified_time\" content=\"2025-10-10T12:44:38+00:00\" \/>\r\n<meta property=\"og:image\" content=\"https:\/\/margill.com\/wp-content\/uploads\/2024\/08\/img_66bf7743eabd0.png\" \/>\r\n\t<meta property=\"og:image:width\" content=\"549\" \/>\r\n\t<meta property=\"og:image:height\" content=\"362\" \/>\r\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\r\n<meta name=\"author\" content=\"Marc G\u00e9linas\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Marc G\u00e9linas\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/\"},\"author\":{\"name\":\"Marc G\u00e9linas\",\"@id\":\"https:\/\/margill.com\/en\/#\/schema\/person\/72f5aeeb0d0d040309ac495539c5fb81\"},\"headline\":\"Margill Loan Manager – How to create a report which identifies all of the unpaid payments\",\"datePublished\":\"2024-08-16T16:08:05+00:00\",\"dateModified\":\"2025-10-10T12:44:38+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/\"},\"wordCount\":217,\"image\":{\"@id\":\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/margill.com\/wp-content\/uploads\/2024\/08\/img_66bf7743eabd0.png\",\"articleSection\":[\"Documentation\",\"Knowledge Base\",\"Margill Loan Manager\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/\",\"url\":\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/\",\"name\":\"Margill Loan Manager - How to create a report which identifies all of the unpaid payments - Margill\",\"isPartOf\":{\"@id\":\"https:\/\/margill.com\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/margill.com\/wp-content\/uploads\/2024\/08\/img_66bf7743eabd0.png\",\"datePublished\":\"2024-08-16T16:08:05+00:00\",\"dateModified\":\"2025-10-10T12:44:38+00:00\",\"author\":{\"@id\":\"https:\/\/margill.com\/en\/#\/schema\/person\/72f5aeeb0d0d040309ac495539c5fb81\"},\"breadcrumb\":{\"@id\":\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#primaryimage\",\"url\":\"https:\/\/margill.com\/wp-content\/uploads\/2024\/08\/img_66bf7743eabd0.png\",\"contentUrl\":\"https:\/\/margill.com\/wp-content\/uploads\/2024\/08\/img_66bf7743eabd0.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/margill.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Margill Loan Manager – How to create a report which identifies all of the unpaid payments\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/margill.com\/en\/#website\",\"url\":\"https:\/\/margill.com\/en\/\",\"name\":\"Margill\",\"description\":\"Loan Servicing Solutions \/ Interest Calculators\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/margill.com\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/margill.com\/en\/#\/schema\/person\/72f5aeeb0d0d040309ac495539c5fb81\",\"name\":\"Marc G\u00e9linas\"}]}<\/script>\r\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Margill Loan Manager - How to create a report which identifies all of the unpaid payments - Margill","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/","og_locale":"en_US","og_type":"article","og_title":"Margill Loan Manager - How to create a report which identifies all of the unpaid payments - Margill","og_description":"Q:\u00a0How can we create a report which identifies all of the unpaid payments? A:\u00a0I would create and run a Transaction report. 1. Create a New report template. On the top right, pick up at least the Unpaid Pmt Line status (there could be other Unpaid Pmt Line statuses). 2. On the left from the “Transaction […]","og_url":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/","og_site_name":"Margill","article_published_time":"2024-08-16T16:08:05+00:00","article_modified_time":"2025-10-10T12:44:38+00:00","og_image":[{"width":549,"height":362,"url":"https:\/\/margill.com\/wp-content\/uploads\/2024\/08\/img_66bf7743eabd0.png","type":"image\/png"}],"author":"Marc G\u00e9linas","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Marc G\u00e9linas","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#article","isPartOf":{"@id":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/"},"author":{"name":"Marc G\u00e9linas","@id":"https:\/\/margill.com\/en\/#\/schema\/person\/72f5aeeb0d0d040309ac495539c5fb81"},"headline":"Margill Loan Manager – How to create a report which identifies all of the unpaid payments","datePublished":"2024-08-16T16:08:05+00:00","dateModified":"2025-10-10T12:44:38+00:00","mainEntityOfPage":{"@id":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/"},"wordCount":217,"image":{"@id":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#primaryimage"},"thumbnailUrl":"https:\/\/margill.com\/wp-content\/uploads\/2024\/08\/img_66bf7743eabd0.png","articleSection":["Documentation","Knowledge Base","Margill Loan Manager"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/","url":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/","name":"Margill Loan Manager - How to create a report which identifies all of the unpaid payments - Margill","isPartOf":{"@id":"https:\/\/margill.com\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#primaryimage"},"image":{"@id":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#primaryimage"},"thumbnailUrl":"https:\/\/margill.com\/wp-content\/uploads\/2024\/08\/img_66bf7743eabd0.png","datePublished":"2024-08-16T16:08:05+00:00","dateModified":"2025-10-10T12:44:38+00:00","author":{"@id":"https:\/\/margill.com\/en\/#\/schema\/person\/72f5aeeb0d0d040309ac495539c5fb81"},"breadcrumb":{"@id":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#primaryimage","url":"https:\/\/margill.com\/wp-content\/uploads\/2024\/08\/img_66bf7743eabd0.png","contentUrl":"https:\/\/margill.com\/wp-content\/uploads\/2024\/08\/img_66bf7743eabd0.png"},{"@type":"BreadcrumbList","@id":"https:\/\/margill.com\/en\/margill-loan-manager-how-to-create-a-report-which-identifies-all-of-the-unpaid-payments\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/margill.com\/en\/"},{"@type":"ListItem","position":2,"name":"Margill Loan Manager – How to create a report which identifies all of the unpaid payments"}]},{"@type":"WebSite","@id":"https:\/\/margill.com\/en\/#website","url":"https:\/\/margill.com\/en\/","name":"Margill","description":"Loan Servicing Solutions \/ Interest Calculators","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/margill.com\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/margill.com\/en\/#\/schema\/person\/72f5aeeb0d0d040309ac495539c5fb81","name":"Marc G\u00e9linas"}]}},"_links":{"self":[{"href":"https:\/\/margill.com\/en\/wp-json\/wp\/v2\/posts\/15939","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/margill.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/margill.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/margill.com\/en\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/margill.com\/en\/wp-json\/wp\/v2\/comments?post=15939"}],"version-history":[{"count":3,"href":"https:\/\/margill.com\/en\/wp-json\/wp\/v2\/posts\/15939\/revisions"}],"predecessor-version":[{"id":15956,"href":"https:\/\/margill.com\/en\/wp-json\/wp\/v2\/posts\/15939\/revisions\/15956"}],"wp:attachment":[{"href":"https:\/\/margill.com\/en\/wp-json\/wp\/v2\/media?parent=15939"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/margill.com\/en\/wp-json\/wp\/v2\/categories?post=15939"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/margill.com\/en\/wp-json\/wp\/v2\/tags?post=15939"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}