1Open Reports → Loan from the left menu. Each card is a ready-made loan report — click one (here, Active Loan Report) to open it.2Set the filters you need, then click Submit to run the report. Use Download to export it as a file.
Walkthrough
A quick visual walkthrough — play it with narration, or step through it yourself.
1 / 2
Summary
Open the loan reports in CAMS Admin and pick the right report to check loan balances, arrears, and portfolio risk.
This guide explains where loan reports live and what each main report shows so you can choose the correct one.
About 5 minutes · 4 steps.
Prerequisites
A CAMS Admin login with permission to view reports.
In the left menu, click Reports > Loan. The Loan Reports screen opens as a grid of report cards.
Click the card for the report you need. Common choices are:
Active Loan Report: all loans that are currently active, for portfolio monitoring.
All Loan Report: every loan on file, active or closed.
Loan Arrears Report: loans that are behind on payment, to plan collections.
Loan Aging Report (types 1-3): overdue loans grouped by how many days late.
Loan Disbursement Report: loans paid out in a period.
Loan Repayment Report: repayments received in a period.
Loan Repayment Schedule Report: the planned instalments for a loan.
Loan Outstanding Report: the balance still owed.
Portfolio Risk Report and Summarized Portfolio At Risk Report: the share of the portfolio at risk (PAR).
Others include Pending Loan Applications, Paid Off Loans Report, Written Off Loan Report, Guarantors Report, Fee Status Report, and Loan Officer Income Report.
Set the filters at the top, such as date range and branch, then click Export to download as PDF, Excel, or CSV.
Common pitfalls & FAQ
Which report shows late loans? Use the Loan Arrears Report to list loans behind on payment. Use a Loan Aging Report to group them by how many days overdue.
What is the difference between Active Loan Report and All Loan Report? The Active Loan Report shows only running loans. The All Loan Report shows every loan, including closed and written off ones.
What does Portfolio At Risk mean? It is the share of your loan book that has overdue payments. The Portfolio Risk Report gives the detail and the Summarized Portfolio At Risk Report gives the totals.
My report is empty. Check the date range and branch filters first. A narrow date range or the wrong branch will leave the report blank.
Can I open this in Excel? Yes. Click Export and choose Excel or CSV. PDF is best for printing and sharing a fixed copy.
Also called: loan reports, loan portfolio reports, arrears report, PAR report, disbursement report, loan statements.
