Overview

The MaxMail Summary Report provides a concise overview of the number of emails sent through the MAXMAIL module. The resulting data provides visibility into various automated communications, such as account statements and formal legal demands. Ultimately, the report ensures that staff can effectively monitor and audit the batch processing of digital correspondence.

Security and Access

To access this report, the MaxMail Summary Report resource must be enabled on your user role. You can enable this by navigating to: MaxMoney > Setups > Security > Roles.

To access the report, go to: Reporting > MaxMail related > MaxMail Summary Report.

Report Filters

This report offers the following filters to help you specify your search:

• Date Start: Generate the report for emails sent from this specific date onwards.

• Date End: Generate the report for emails sent up to this specific date.

Report Columns

The report displays a count for the following types of sent emails:

• Scheduled Report

• Statement of Account

• Letter of Demand

• Letter of Balance

• Batch Loan Write Offs