Get a list of the clients who have a birthday in a period.

MaxMoney Setup

Resources

Go to Setups - Security - Roles and enable the resource for the report:

• Client Birthday Report

How to Access the Report

MAXMONEY

• Go to Reporting -> Client -> Client Birthday Report.

Report Filters

The reports have selection options whereby you can drill down information to branch level etc. The following selections are available on this report:

• Branch: You can generate the report for the clients with a specific home branch.
• Client Status: You can generate the reports for clients with a specific status.
• Date Range: Generate the report for clients who have a birthday in the date range (Month + Day).

Report Columns

CLIENT:

• Client Name
• Surname
• Client No
• Birth Date
• Cell No
• Email address