The Client Log Report is an essential auditing tool that provides a detailed history of all significant changes made to a client's profile. It allows you to track what was changed, who made the change, and when it occurred. This is crucial for maintaining data integrity, investigating issues, and monitoring user activity.

Video Tutorial

• Learn More : For a visual guide on using this report, Watch the Video Link - https://www.youtube.com/watch?v=IN_cc1p5I04

1. Overview

Changes to any of the following fields in a client's profile will be recorded in this report:

• Client Status (e.g., Active, Written Off)
• Client Number
• Nett Salary
• Cellphone Number (and enrollment status)
• Percentage of Salary Available
• Employer and Pay Point
• Bank Account Details (Account Number, Branch Code, Type, Limit, Card Expiry)
• Bank Card Number (securely displayed as 123456******7890)
• Payment Details (Day, Frequency, Rule, Move Direction)
• CSP Preference and Tracking Settings
• Pre-Representment Days (including December-specific rules)
• Credit Control Cap

2. Prerequisites for Access

• To access this report, a system administrator must enable the "Client Log Report" resource for your user role under Setups > Security > Roles.

3. Accessing the Report

Navigate to the report within MAXMONEY by following this path:

• Click on Reporting .
• Select Administration .
• Choose Client Log Report.

4. Using Report Filters

• The report provides several filters to help you narrow down the results to find the exact information you need.

GENERAL FILTERS

• Branch: View logs for clients assigned to a specific branch.
• Region: View logs for clients within a specific region.
• User: See all changes made by a specific user.
• Create Spreadsheet: Select Yes to export the results directly to an Excel file.

CLIENT -SPECIFIC FILTERS

• Client Number Range: Enter a starting and ending client number to focus on a specific range of clients.
• Date Range: Select a start and end date for when the changes were made.
• Note: The maximum period for this filter is 400 days. You will receive an error if the selected range is longer.
• View Changes on: This powerful filter allows you to see specific types of changes. You can select:
• All: Shows all logged changes.
• Bank Detail: Shows only changes made to the client's banking information.
• Basic Client Information: Shows changes to fundamental client details like name, contact info, and employer.
• Client Status: Shows only when a client's status was changed (e.g., from Active to Written Off).
• Home Branch: Shows when a client's assigned branch was changed.
• Payback Type: Shows changes related to the client's payment method or schedule.

For Report Columns, follow this link