The Client Financial Changes Report provides a detailed audit trail of modifications made to client financial information. This report is essential for maintaining data integrity and understanding the history of client financial changes.

Accessing the Report

MAXMONEY:

• Navigate to Reporting > Administration > Client Financial Changes Report.

Report Filters

• Branch: Optionally specify a specific branch for which to generate the report.
• Region: Optionally specify a specific region 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.
• Change Date Start: A required field specifying the beginning date of the desired date range (format: dd/mm/yyyy).
• Change Date End: 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.
• Status: Filter by client status.
• Payment Frequency: Filter by payment frequency.
• Payback Type: Filter by payback type.
• Employer Search: Use a wildcard (*) to list all employers or search for specific employers by name.
• Employer: Specify a specific employer for which to generate the report.
• Classification: Filter by employer classification.
• Economic Sector: Filter by employer economic sector.

Report Actions

• Finish: Generates the Client Financial Changes report.
• Cancel: Cancels the report generation process and returns to the previous page.

Output Options

• Spreadsheet: The generated report can be exported in a spreadsheet format (Excel or Open Office) for further analysis and customization.
• Email: The report can be emailed to specific users. Ensure that the necessary email address setups are configured.

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.