Generate Payment Report

General

LoanPro features a Reports tab where users can view and create filtered information. Here's what you need to know about this request:

This request queries data like the Payment Breakdown Report. In the response of a successful request, payments and the way they applied to a loan will be provided.
The first section of the response provides a summary of the results and includes totals for payment breakdown categories.
The query object can be used to search for multiple pieces of criteria. Take a look at our sample payload example below to see how this is formatted.
Many of the parameters used in the payload of this request use strings instead of IDs.

For an example of how the Payment Breakdown Report works within the UI, take a look at our Payment Breakdown Report article.

Database

For information on payments and reports database tables, see the following articles:

{
    "query": {
        "bool": {
            "must": [
                {
                    "match": {
                        "active": "1"
                    }
                },
                {
                    "match": {
                        "loanStatusId": "2"
                    }
                }
            ]
        }
    },
    "reportOptions": {
        "method": "Credit/Debit Card",
        "type": "all",
        "status": "all",
        "reversereason": "all",
        "chargeOff": "all",
        "period": "ytd",
        "dateFrom": "",
        "dateTo": "",
        "changedPeriod": "",
        "changedDateFrom": "",
        "changedDateTo": "",
        "sourceCompanies": [
            {
                "id": ""
            }
        ],
        "portfoliosCriteria": "all",
        "splitPayments": "no",
        "batchId": "",
        "processorStatus": "",
        "dateEnteredPeriod": "",
        "dateEnteredTo": null,
        "dateEnteredFrom": null,
        "customFields": {},
        "chargeOffRecovery": "all",
        "selectedPortfolios": [
            {
                "category": "",
                "portfolio": "",
                "subportfolio": ""
            }
        ]
    }
}

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Try It Instructions
Our requests often provide sample payload information so that you can receive a 200 response from simply hitting the Try It button. This request is ready for you—expand the object by clicking the "+" symbol and hit Try It to send the request.
If you would like to try this request with your own tenant account, make sure to change the headers to match your own authentication information.