Follow Up Report

Follow-Up Report

Overview

The Follow-Up Report provides a comprehensive list of loans that are due but have not yet been paid. This report is also available for consortiums.

Video tutorial

Access and Security

  • Accessing the Report: You can access this report by navigating to Reporting > Loan.

    • Single Entity: Follow-Up Report.

    • Consortium: Follow-Up Report Combined

  • Security: Access to this report is controlled by the security setting located under Role under Setup > Security within the Report Section.

    • Single Entity: Reporting: Follow-Up Report

    • Consortium: Reporting: Follow-Up Combined Report

Combined Reporting (Consortium Feature)

For large groups with multiple entities that wish to generate reports for the entire group, the Combined Reporting/Consortium feature must be enabled by Mycomax.

Follow-up Report Features

Sorting and Display Order

The report results can be sorted and displayed by the following criteria:

  • Due Date

  • Client Number

Output Format

The report can be exported in the following formats:

  • XLS: This format allows you to open the report in Excel or OpenOffice for further analysis and customization.

  • Email: The report can be emailed to a specific user. Ensure the necessary email setup is configured.

Columns and Details

The report includes the following information:

Column Description
Client Number The unique identifier assigned to the client.
First Name The client's first name.
Surname The client's surname.
Telephone Number The client's primary telephone number.
Cellphone Number The client's cellphone number.
ID Number The client's identification number.
Client Home Address The client's home address.
Client Status The current status of the client (e.g., active, inactive).
Client Classification The classification assigned to the client.
Employer Name The name of the client's employer.
Paypoint Name The name of the paypoint associated with the client's employer.
Due Date The date on which the loan payment is due.
Outstanding The remaining amount owed on the loan.
Payback Type The method used to repay the loan (e.g., monthly, weekly).
Payment Frequency The frequency of loan payments.
Note Any additional notes or comments associated with the loan.
Bank The name of the bank where the client's account is located.
Bank Account Number The client's bank account number.
Branch Code The bank branch code associated with the client's account.

Account Type
MaxCollect Reference

The type of bank account (e.g., savings, checking)
Payment Collection Reference Number  

 

Report Totals

Client Totals

When the report is sorted by "Client Number," the following totals are displayed for each client:

  • No of Loans: The total number of outstanding loans for the client.

  • No of Instalments: The total number of outstanding installments for the client.

  • Total Amount Outstanding: The total amount owed by the client.

Grand Totals

The following grand totals are displayed for all clients in the report:

  • No of Clients: The total number of clients with outstanding loans.

  • No of Loans: The total number of outstanding loans across all clients.

  • No of Loan Instalments: The total number of outstanding loan installments across all clients.

  • Total Amount Outstanding: The total amount owed by all clients.

Report Buttons

  • Back to Filter Option: Returns to the previous page, allowing you to modify the filter criteria.

  • Email Report: Sends the generated report via email to a specified recipient.

Filters and Selections

The Follow-Up Report allows you to filter results based on various criteria:

General Filters

  • Branch: Filter results by specific branches.

  • Region: Filter results by specific regions.

  • File Format: Select the desired output format (XLS or XLSX).

  • Sorted By: Choose to sort the results by Due Date or Client Number.

Client Filters

  • Client Number Start: Specify the beginning of a client number range.

  • Client Number End: Specify the end of a client number range.

  • Status: Filter by client status.

  • Payment Frequency: Filter by client payment frequency.

  • Bank: Filter by the client's bank.

Loan Filters

  • Instalment Date Start: Specify the beginning of an installment due date range.

  • Instalment Date End: Specify the end of an installment due date range.

  • Loan Instalment Status: Filter by the status of loan installments.

  • Loan Product: Filter by specific loan products.

  • Payback Type: Filter by the loan's payback type.

  • Salesperson: Filter by the salesperson associated with the loan.

Employer Filters

  • Employer Search: Use a star (*) to list all employers, or type the full or partial name and click Search to find specific employers.

  • Employer: Filter by a specific employer.

  • Classification: Filter by employer classification.

  • Economic Sector: Filter by employer economic sector.

Generation Buttons

  • Finish: Generates the report based on the selected filters.

  • Cancel: Cancels the report generation process.

MAXMONEY Developed by MYCOMAX MICROFINANCE SOLUTIONS. Novamesh 18/06/2026