Client Supporting Documents Report

Client Supporting Documents Report

Overview

Get a list of all the clients in a period with an indicator on which documents were uploaded for those clients under Edit Client - documents.
You can print, view or e-mail the Report.

Video tutorial

Learn More: For a visual guide, Watch the Video Link - https://youtu.be/tLilUAyz8Ko

Related Documents

Client report

MaxMoney Setup

Resources

The Security option is available under the Report Section of the Role:

Report -> Client Supporting Documents Report.

How to Access the Report

MAXMONEY
Go to: Reporting -> Client -> Client Supporting documents Report.

Report Filters

The reports have selection options whereby you can drill down information to branch level etc. The following selections are available on this report:

GENERAL

Branch: View only clients with a specific home Branch.
User: View clients who were created by a specific user.
Summary Report: Only view the summary of the report

CLIENT

Salesperson: View clients who are linked to a specific salesperson.
Client Number Start & End: View clients who fall in a specific client number range.
Client Status: View clients with a specific status.
Payment Frequency: View clients who have a specific payment frequency.
Start & End Date: This is a required field. The format of the date is dd/mm/yyyy. Generate the report for the documents uploaded on the client in the specific date range.
Client Area: View clients who are set up in a specific area.

EMPLOYER

Employer Search: Use a star (*) to list all the Employers. Select a specific employer or all. Type the whole name or part of the employer name and click on the Search button. The result(s) will display in the employer drop list.

Employer: You can generate the report for clients with a specific employer
Pay Point: You can generate the report for clients with a specific employer pay point.
Employer Classification: You can generate the report for clients with a specific employer classification
Employer Economic Sector: You can generate the report for clients with a specific employer economic sector

Buttons

Finish: Select the Finish-button to generate this report.
Cancel: Select the Cancel-button to cancel this request.

Processing Status

This report will be generated under Processing Status.

Wait until the report status is Completed. You can refresh the processing status page by clicking on the Submit-button.
When the report status is Completed you must click on the report name to navigate to the next page where you can download the report.

Output

The report will be generated in the following format:

XLSX - click on the hyperlink to open/download the report.

Buttons

Back to processing status: Select this option to go to the processing status page.
Back to Filter Option: Select the Back to Filter Option to go back to the report filter page of this report.
Email Report : Select the Email Report-button to receive this report via email. The users who can receive the reports via email must be set up in advance under Setups - Reporting -Reports Email Setup. The users must have (valid) email addresses on their user setup under Setups - Security - Users.