Overview

The MAXSMS MIS Management Report generates a comprehensive report on all MaxSMS products used within a specified date range.

Security and Access

To access this report, your user role must have the MAXSMS MIS Management Report option enabled under Report in Role Setup (Setup > Reporting > Management > MAXSMS MIS Management Report).

To access the report, go to: Reporting > Management > MAXSMS MIS Management Report.

Report Filters/Selections

The report offers the following required filters:

• Date Start: Enter the start date in dd/mm/yyyy format to generate the report for the specified date range.

• Date End: Enter the end date in dd/mm/yyyy format to generate the report for the specified date range.

Available Buttons

• Finish: Select this button to generate the report.

• Cancel: Select this button to cancel your request.

Output Format

You can print, view, or email the MAXSMS MIS Management Report.

• View Online: You can view the report directly within the system.

• Print: Print a physical copy of the report.

• Email: You can email the report to a specific user. Ensure the necessary email address setup is complete for this functionality.

• Spreadsheet (XLS): Click the "XLS: MAXSMS MIS Management Report" hyperlink to open the report in a spreadsheet application (like Excel or Open Office). Once the information is in this format, you can easily sort it to meet your specific business needs.

Sorting/Display Order

The information in the report is sorted by Branch.

Columns/Detail

The report displays the following detailed information:

Branch SMS

• Branch: The name of the branch.

• Total: The total number of SMSes used by this branch for the specific date range.

• TechnoMetrix Loan OTP: The number of TechnoMetrix Loan OTP SMSes used by this branch for the specific date range.

• Payment Arrears SMS: The number of Payment Arrears SMSes used by this branch for the specific date range.

• Payment Received SMS: The number of Payment Received SMSes used by this branch for the specific date range.

• New Loan SMS: The number of New Loan SMSes used by this branch for the specific date range.

• Repeat Loan SMS: The number of Repeat Loan SMSes used by this branch for the specific date range.

• Payment Final SMS: The number of Payment Final SMSes used by this branch for the specific date range.

• Automatic Birthday SMS: The number of Automatic Birthday SMSes used by this branch for the specific date range.

• CRM SMS: The number of CRM SMSes used by this branch for the specific date range.

• Automatic Payment Arrears SMS (2 days): The number of Automatic Payment Arrears (2 days) SMSes used by this branch for the specific date range.

• Automatic New Loan SMS (Send 1st, 10th, 20th): The number of Automatic New Loan SMSes used by this branch for the specific date range.

• Automatic Repeat Loan SMS: The number of Automatic Repeat Loan SMSes used by this branch for the specific date range.

• Enrol Client: The number of Enrol Client SMSes used by this branch for the specific date range.

• Client SMS: The number of Client SMSes used by this branch for the specific date range.

• Automatic Payment Arrears SMS (30 days): The number of Automatic Payment Arrears (30 days) SMSes used by this branch for the specific date range.

• Automatic Payment Arrears SMS (60 days): The number of Automatic Payment Arrears (60 days) SMSes used by this branch for the specific date range.

• Automatic Payment Arrears SMS (90 days): The number of Automatic Payment Arrears (90 days) SMSes used by this branch for the specific date range.

• Compuscan Conflicts Log Trigger & Alerts: The number of Compuscan Conflicts Log Trigger & Alerts SMSes used by this branch for the specific date range.

• TechnoMetrix User OTP: The number of TechnoMetrix User OTP SMSes used by this branch for the specific date range.

• TechnoMetrix User Reset OTP: The number of TechnoMetrix User Reset OTP SMSes used by this branch for the specific date range.

• MIS Daily (Per Merchant): The number of MIS Daily (Per Merchant) SMSes used by this branch for the specific date range.

• MIS Daily (Per Branch): The number of MIS Daily (Per Branch) SMSes used by this branch for the specific date range.

Merchant SMS

• TechnoMetrix User OTP: The number of TechnoMetrix User OTP SMSes used by the merchant for the specific date range.

• MIS Daily: The number of MIS Daily SMSes used by the merchant for the specific date range.

Grant Total

• Grant Total: The total number of SMSes used across all categories for the specific date range.

Available Buttons

• Back to Filter Option: Select this button to cancel your request and return to the previous page to adjust your report filters.

• Email Report: Select this button to receive this report via email.