The Client Report is the most comprehensive report in MAXMONEY, providing an extensive range of data on your clients. It allows you to generate detailed lists of clients based on a wide variety of filters, including their homing branch, bank, or employer. This functionality enables efficient client management and in-depth analysis. This report is also available for consortiums.

Navigation

• Single Entity: To access the report, navigate to Reporting > Client > Client Report.
• Consortium: Navigate to Reporting > Client > Client Report Combined

Permissions

• Single Entity: Security permissions for this report can be configured under Role Setup. Select Reporting: Client Report.
• Consortium: Select Reporting: Client Combined Report

Video tutorial

• Learn More: For a visual guide, Watch the Video Link - https://youtu.be/I_k4hC9RZOo

2. Generating the Report

The Client Report utilizes a comprehensive set of filters to refine the data to your specific needs. You can drill down into information by branch, salesperson, date ranges, and much more.

2.1. Filters and Selections

The available selections are grouped into three main categories: GENERAL, CLIENT, and EMPLOYER.

GENERAL

• Branch: Generate the report for clients associated with a specific branch.
• Region: Generate the report for clients within a specific region.
• User: Generate the report for clients created by a specific system user.
• Salesperson: Generate the report for clients assigned to a specific salesperson.
• File Format: Select the output format for the report. Choose between XLS and XLSX. This is a required selection.

CLIENT

• New Loan Allowed: Filter clients based on whether the "No new contracts Allowed" checkbox is selected. Options are:
• Yes: Only clients for whom new loans are allowed.
• No: Only clients for whom new loans are not allowed.
• All: Include all clients regardless of their new loan status.
• Start/End Client Number: Generate the report for a specific range of client numbers.
• Client Status: Select a specific client status (e.g., Active, Inactive) or all statuses.
• Client Payback Frequency: Select a specific payment frequency or leave blank to include all frequencies.
• Client Area: Select a specific client residential area or leave blank to include all areas.
• Bank: Select a specific bank or leave blank to include all banks.
• Bank Account Type: Choose between the client's Payout Account or Payback Account.
• Creation Start/End Date: Specify the date range for when the clients were created. Both fields are required and the date format is dd/mm/yyyy. The report will only include clients created within this range.
• Receipt Type: Select a specific payback type or leave blank to include all types.
• Calculate Settlement Amount: Select this option to include the settlement amount for each client in the report.
• Only Change available and non-loan Debt: Tick this box to display only clients who have change available and/or non-loan debt.

EMPLOYER

• Employer Search: Type all or part of an employer's name and click Search. The results will populate the Employer drop-down list.
• Employer: Select a specific employer or leave blank to include all. Employers must be pre-configured via Employer > Add New Employer.
• PayPoint: Select a specific paypoint or leave blank to include all. Paypoints must be pre-configured.
• Classification: Select a specific employer classification or leave blank to include all. These classifications are user-defined to align with your business practices.
• Economic Sector: Select a specific economic sector or all sectors.

2.2. Executing the Report

After configuring your filters, use the following buttons:

• Finish: Click to generate the report based on your selections.
• Cancel: Click to discard your selections and cancel the request.

3. Accessing the Report

3.1. Report Processing

Due to the extensive calculations involved, some reports may take longer to process. A status indicator will show the progress. Please wait until the status changes to Completed.

3.2. Output Format

Once processing is complete, a hyperlink (e.g., XLSX: Client Detail Report) will appear.

• Spreadsheet: Clicking the link will download the report in your selected format (XLS or XLSX). You can open this file in applications like Microsoft Excel or Open Office for further sorting and analysis.
• Email: The report can also be emailed directly to the user who generated it, provided their email address is correctly configured in the system.

4. Report Columns Explained

For Report Columns, follow this link

5. Navigating the Report Output

From the generated report screen, the following navigation buttons are available:

• Back to the Processing Status: Click to return to the previous screen showing the report processing status.
• Back to Filter Option: Click to return to the report filter selection screen to modify your criteria and run the report again.
• Email Report: Click to email the generated report.