Get a list of all the Clients with eWallets in a date range.

2.MaxMoney Setup

3. Resources

• Go to Setups - Security - Roles and enable the resource for the report:
•  
• Client eWallet Report

4.How to Access the Report

• MAXMONEY
• Go to Reporting -> Client -> Client eWallet 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 of a specific branch.
• Region: You can generate a report for the clients of a specific region.
• User: You can generate a report for the clients created by a specific user.
• Salesperson: You can generate a report for the clients with a specific salesperson.
• File Format: XLSX or XLS

CLIENT

• New loans allowed: redundant
• Client Number Start and End: You can generate the report for the clients in a specific client number range.
• Client Status: You can generate the report for the clients with a specific status
• Client Frequency: You can generate the report for the clients with a specific payment frequency
• Client Area: You can generate the report for the clients with an address in a selected area.
• Bank: You can generate the report for the clients with a specific bank
• Bank Account Type: Choose if the bank filter must work according to the payout or payback account.
• Create start & end date: You can generate the report for clients created in a specific period.
• Receipt type: You can generate the report for the clients with a specific payback type

EMPLOYER

• Employer Search: You can generate the report for clients with a specific employer
• Pay Point: You can generate the report for clients with a specific employer pay point.
• Employer Classification: You can generate the report for clients with a specific employer classification
• Employer Economic Sector: You can generate the report for clients with a specific employer economic sector

Report Columns

CLIENT:

• Client number
• Client title
• Client initials
• Client full names
• Client name
• Client surname
• Client ranch
• Client ID number
• Client ID type
• Client gender
• Client home tel no
• Client work tel no
• Client cell no
• Client enrolled?
• Client status
• Client Employer name
• Client last agreement date
• Client outstanding amount
• Client payback type

CLIENT BANK

• Bank Name
• Bank Account type
• Bank Account number
• Branch Code
• Enabled?
• Preferred?
• Payback?
• Payout?
• AVR status

Wallet

• CSP
• Wallet number
• Access method
• Enabled?
• Preferred?
• Active? - refers to whether it is registered with Allps
• Sponsored
• Registered wallet cellphone number
• MAXMONEY client cellphone number
• Wallet card number
• Registered at Allps?
• Registered Allps without cellphone number?
• Registered at Allps without cellphone number?