Filters and Selections

You can refine the report using various filters:

General:

• Branch: Filter by diary entry branch.
• Region: Filter by diary entry region.
• User: Filter by the user who created the diary entry.
• Salesperson: Filter by the salesperson associated with the diary entry.
• File Format: Choose between XLSX or XLS formats.

Client:

• 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.
• Client Area: Filter by client region.
• Bank: Filter by client bank.
• Receipt Type: Filter by client receipt payback type.
• Diary Entry Date Range: Specify a start and end date for the diary entries.

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 Notes :

• Ensure that email address setups are configured correctly for emailing reports.
• You can customise the report's appearance and content using the available filters and options.

For Report Columns , follow this link