The Diary Notes Report provides a comprehensive list of all diary entries within a specified timeframe. To access this report, navigate to Reporting > Client.

2. Video Tutorial

For a visual guide on using the Diary Notes Report, watch the video tutorial: Video Link - https://youtu.be/egF0M4-1Rhc

3. Filters and Selections

You can refine the report's data using various filters to focus on specific information.

3.1. General Filters

• Branch: Filter diary entries by the branch where they were created.
• Region: Filter diary entries by the region where they were created.
• User: Filter by the specific user who created the diary entry.
• Salesperson: Filter by the salesperson associated with the diary entry.
• File Format: Choose the desired output format for the report: XLSX or XLS.

3.2. Client Filters

• New Loans Allowed: Filter based on clients' eligibility for new loans.
• Client Number Range: Specify a range to filter diary entries by client number.
• Client Status: Filter by the client's current status.
• Payment Frequency: Filter by the client's payment frequency.
• Client Area: Filter by the client's geographical area.
• Bank: Filter by the client's bank.
• Receipt Type: Filter by the client's receipt payback type.
• Diary Entry Date Range: Set a Start Date and End Date to include diary entries created within that period.

3.3. Employer Filters

• Employer Search: Use a wildcard (*) to search for all employers, or enter a specific employer name.
• Employer: Filter by the client's employer.
• Classification: Filter by the client's employer classification.
• Economic Sector: Filter by the client's employer's economic sector.

4. Report Generation and Output

Once you have set your desired filters, you can generate and manage the report output.

• Finish: Click to generate the report based on your selections.
• Cancel: Click to stop the report generation process.

4.1. Output Options

• Print: Send the report directly to a printer.
• View: Display the report on screen.
• Email: Send the report to a specified user via email.

5. Column Details

The generated report will include the following columns:

• Client Number: The unique identifier for the client.
• Client First Name: The client's first name.
• Client Initials: The client's initials.
• Client Surname: The client's last name.
• Client ID: The client's identification number.
• Diary Date: The date the diary entry was created.
• Diary Note: The textual content of the diary entry.

6. Additional Notes

• Ensure that email address setups are correctly configured in MaxMoney to use the email report option.
• The report's appearance and content can be customized extensively using the available filters and output options.