The Loan Log Report provides a detailed audit trail of changes made to loan information within MAXMONEY. This report is essential for maintaining data integrity and understanding the history of loan modifications.

Video tutorial

• Learn More : For a visual guide on using this report, Watch the Video Link - https://www.youtube.com/watch?v=BwVY-scIOsQ

Accessing the Report

MAXMONEY:

• Navigate to Reporting > Administration > Loan Log Report.

Report Filters

• Region: Optionally specify a specific region for which to generate the report.
• Branch: Optionally specify a specific branch for which to generate the report.
• User: Optionally specify a specific user for which to generate the report.
• File Format: Choose between XLS or XLSX formats for the report output.
• Start Date: A required field specifying the beginning date of the desired date range (format: dd/mm/yyyy).
• End Date: A required field specifying the ending date of the desired date range (format: dd/mm/yyyy).
• Client Number Start: Specify the starting client number for the range.
• Client Number End: Specify the ending client number for the range.
• Loan Number Start: Specify the starting loan number for the range.
• Loan Number End: Specify the ending loan number for the range.

Report Actions

• Finish: Generates the Loan Log report.
• Cancel: Cancels the report generation process and returns to the previous page.

For Report Columns , follow this link

Additional Features

• Back to Filter Option: Returns the user to the previous page to modify the report filters.
• Email Report: Sends the generated report to the specified email addresses.