To access the Active Client Report, navigate to Reporting > Client. This report provides a comprehensive list of active clients within a specified timeframe, including those with existing contracts, transactions, or transaction balances .

Video tutorial

• Learn More : For a visual guide, Watch the Video Link - https://youtu.be/kHmOCrk0dPg

Filters and Selections

You can refine the report using various filters:

GENERAL

• Branch: Filter by client branch.
• Region: Filter by client region.
• User: Filter by the user who created the client.
• File Format: Choose between XLSX or XLS formats.

CLIENT

• Salesperson: Filter by client salesperson.
• New Loans Allowed: Filter by clients' eligibility for new loans.
• Client Number Range: Filter by client number range.
• Client Status: Filter by client status.
• Payment Frequency: Filter by client payment frequency.
• Date Range: Specify a start and end date for the report.
• Client Area: Filter by client region.
• Bank: Filter by client bank.
• Receipt Type: Filter by client receipt payback type.

EMPLOYER

• Employer Search: Use a wildcard (*) to search for all employers or enter a specific employer name.
• Employer: Filter by client's employer.
• Classification: Filter by client's employer classification.
• Economic Sector: Filter by client's employer economic sector.

Report Generation and Output

• Finish: Click to generate the report.
• Cancel: Click to cancel the report generation.

Output Options

• Print: Print the report.
• View: View the report.
• Email: Email the report to a specific user.

Additional Options

• Back to Filter Option : Return to the filter selection page
• Email Report: Send the report via email .

Note: Ensure that the necessary email setup has been completed in Setup > Security > Users before using the email functionality .

For Report Columns , follow this link