Loan position report

The loan position report shows a monthly breakdown of:

• loans that have been paid
• loans that are due to be paid
• loans that cannot be paid

You can view a loan position report on screen or export it. You can view payments made for both pre- and post-liability applications. 

You can view the loan position report:

• annually by financial year (the report runs from 1 April to 31 March)
• annually by academic year (the report runs from 1 August to 31 July)

Generating a loan position report

1. Hover over the Applicant Information Service tab. This will open a menu.
   
   
2. Select Financials Home, then Loan Position Report. 
   
   
3. Select Display Report to view the results in a new window.
   
   
4. Select Export Results to open the Loan Position Report Export option below the search area.
   
   
5. If you selected Export Results, enter your filename and select Export Report. The filename can be up to 50 characters long.
   
   
6. The system will create an xml or csv file. It will ask if you want to save, open, or cancel the export.