Overview

The MAXUP MAXCOLLECT report provides a comprehensive list of MAXUP Products along with their associated MAXUP instructions within a specified date range.

Security and Access

Security: To access this report, your role must have the MAXUP MAXCOLLECT Report option enabled under the Report section in Role Setup. ( Role Setup > Reporting > MAXUP MAXCOLLECT Report)

Accessing the Report: Navigate to: Reporting > MAXUP > MAXUP MAXCOLLECT Report.

Report Filters

The MAXUP MAXCOLLECT report offers several filters to help you refine your search and retrieve specific information:

• User: Generate the report for clients created by a specific user.

• Branch: Filter the report for clients linked to a particular branch.

• Client Number: Specify a range of client numbers to include in the report.

• Status: View clients with a specific status.

• Date Range: Select a date range to display MAXUP products created within that period.

• MAXUP Product: Generate the report for clients who have a specific MAXUP product.

Report Columns

The report displays the following information:

• Date

• Client No

• Product Type

• Service Provider

• Product Name

• Product Policy No

• Product Status

• Product Monthly Fee for Main Member

• Product Total Monthly Fee

• Product Inception Date

• Product Expiration Term

• Product Expiration Date

• Payback Instruction CSP Ref

• Payback Instruction Ref

• Payback Instruction Status

• Payback Instruction Type

• Payback Instruction Date

• Payback Instruction Time

• Payback Instruction User