This report provides a list of loans that currently have a "non-performing" status.

MaxAdmin Setup

There is no specific setup required in MaxAdmin for this report.

MaxMoney Setup

Resources

To enable access to this report, navigate to Setups > Security > Roles and ensure the Non Performing Loans Report resource is enabled for the relevant role.

How to Access the Report

In MaxMoney, go to Reporting > Loan > Non-performing loans Report.

Report Filters

You can refine your report results using the following filters:

General

• Branch: Generate the report for loans associated with a specific branch.

• Region: Generate the report for loans linked to a specific region.

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

Client

• Client Number Start and End: Generate the report for loans belonging to clients within a specified client number range.

• Client Status: Generate the report for loans of clients with a particular status.

• Payment Frequency: Generate the report for loans with a specific payment frequency.

• Bank: Generate the report for loans associated with clients of a particular bank.

Loan

• Loan Number Start and End: Generate the report for loans within a specified loan number range.

• Date Range: Generate the report for loans created within a specific period.

• Loan Product: Generate the report for loans associated with a specific loan product.

• Payback type: Generate the report for loans with a particular payback type.

• Salesperson: Generate the report for loans associated with a specific salesperson.

Employer

• Employer Search: Generate the report for loans of clients with a specific employer.

• Employer Classification: Generate the report for loans of clients based on a specific employer classification.

• Employer Economic Sector: Generate the report for loans of clients belonging to a specific employer economic sector.

Report Columns

The report displays the following information:

Client

• Client No.

• Initials

• Name

• Surname

• ID Number

• Client home branch

• Client status

• Status reason

Loan

• Loan No

• Payback Type

• Date

• Client Amount

• VAT Amount reversed

• Custom Reference

• User

• Capital

• Interest

• Service Fee

• Initiation Fee

• Admin Fee

• CPI Premium

• VAT

• Default fees and interest

• Amount Received

• Total