Video tutorial

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

1.Accessing the Report

• To access the Business Overview Report, follow this simple navigation path within MAXMONEY:
• Click on Reporting in the main menu.
• Select Administration .
• Choose Business Overview (Usage Statistics) Report.

2.Using the Report Filters

• Before generating the report, you can use the following filters to refine the data to your specific needs.
• Branch: Select a specific branch to view its data exclusively. Leave this blank to include all branches.
• Region: Select a specific region to view its data exclusively. Leave this blank to include all regions.
• Creation Start Date : (Required) Enter the start date for the reporting period (e.g., 01/06/2025).
• Creation End Date : (Required) Enter the end date for the reporting period (e.g., 07/06/2025).
• File Format: Choose your preferred spreadsheet format:
• XLS: Compatible with older versions of Microsoft Excel.
• XLSX: The standard format for modern versions of Microsoft Excel.
• Report Type: Select the level of detail for your report:
• Print Report: Generates a summary report for the selected date range.
• Print Daily Detail: Provides a detailed breakdown of daily activities for each branch.
• Print Monthly Interest Revenue Chart: Creates a visual chart showing the interest charged each month within your selected date range.

3. Generating the Report

• Once you have set your filters, you have two options:
• Finish: Click this button to generate and display the report based on your selected criteria.
• Cancel: Click this button to exit the report setup and return to the previous screen.

4. Report Output Options

• After generating the report, you can:
• Export to Spreadsheet : The report can be opened in spreadsheet software like Microsoft Excel or Apache OpenOffice. This allows for further data manipulation, analysis, and custom charting.
• Email the Report: You can email the report directly to specified users. Please ensure that the intended recipients' email addresses are correctly configured in the system settings.

For Report Columns , follow this link .