1. Overview

The Reporting module is a comprehensive tool used to generate a wide variety of reports across all functional areas of the system. These reports are essential for business analysis, operational management, auditing, and strategic decision-making. This guide provides an overview of the general features and the types of reports available.

• Navigation: All reports can be accessed from the main Reporting section of the application.

2. General Reporting Features

Most reports in the system share a common set of features for filtering and formatting the output.

Filtering Reports

To get the specific data you need, reports provide various filter options (e.g., by User, Branch, Date Range).

• Tip for Selecting All Options: If a filter is a drop-down list (e.g., User, Status), you can select all options by leaving the selection blank (i.e., on the ---------- line). The system will automatically include all items for that filter in the report.

Choosing an Output Format

You can generate reports in two primary formats, each suited for different purposes:

3. Available Report Categories

Reports are organized into the following categories, covering all aspects of the system:

Report Section	Description	Documentation
Accounting	Financial statements, ledgers, and reconciliation reports	Accounting
Administration	System and user administration reports	Administration
Auditing	Reports for tracking changes and system access	Auditing
Client	All reports related to client information and demographics	Client
Compuscan	Reports related to the Experian credit checks	Compuscan
CreditInfo	Reports related to the CreditInfo credit checks	CreditInfo
Employer	Reports on employers and their associated pay points	Employer
Insurance	Reports for managing insurance products and policies	Insurance
Lay-buy	Reports related to lay-buy sales	Lay-buy
Loan	All reports related to loan applications, performance, and status	Loan
Management	High-level summary and business intelligence reports	Management
MAXAVR	Reports for the Account Verification service	MaxAVR
MAXCOLLECT	Reports for the Payment Collection services	MaxCollect
MAXMAIL	Reports tracking email communications	MaxMail
MAXSMS	Reports tracking SMS communications	MaxSMS
MAXUP	Reports for Value-Added Products and Services	MaxUp
Performance	Reports tracking user, branch, or product performance	Performance
Variable Charges (VC)	Reports on generic fees and charges	Variable Charges
VeriCred	Reports related to the VeriCred credit checks	VeriCred
Workflow	Reports tracking the progress of items through business workflows	Workflow
XDS	Reports related to the XDS credit checks	XDS

4. Scheduled Reports

MaxMoney automatically generates scheduled reports once daily at 23:59.

	Description	Documentation
Scheduled Reports	Setup and use of scheduled recurring reports	Scheduled reports