To access the Forced Settlement Audit Report, navigate to Reporting > Auditing > Forced Settlement Audit Report. This report is available to users with the appropriate security permissions under Setup > Reporting > Audit Forced Settlement Report.

• Purpose: The Forced Settlement Audit Report enables auditors to scrutinise potential policy breaches related to forced settlements.

Filters and Selections

• The report offers a range of filters and selections to refine the results based on specific criteria:

General:

• Branch: Specify a particular branch for the report.
• Region: Select a specific region for the report.
• User: Choose the user who processed the forced settlements.
• File Format: Select either XLSX or XLS for the report output.

Client:

• Client Number Start/End: Define a range of client numbers.
• Status: Filter by client status.
• Payment Frequency: Specify a particular payment frequency.

Loan:

• Loan Number Start/End: Define a range of loan numbers.
• Instalment Number Start/End: Specify a range of instalment numbers.
• Settlement Date Start/End: Choose a date range for settlements (format: dd/mm/yyyy).
• Loan Product: Select a specific loan product.
• Payback Type: Filter by payback type.
• Salesperson: Choose the salesperson involved in the settlement.

Employer:

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

Report Actions

• Finish: Generate the report based on the selected filters.
• Cancel: Cancel the report generation process.

Printing and Output

• Print: Print the report directly.
• View: View the report on the screen.
• Email: Send the report to a specific user. Ensure that the necessary email setup has been completed in Setup > Security > Users and Setup > Branches > Cash Box.

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