Client

Client Reports

1. Overview

The Client Reports category provides a wide range of reports focused on your client base. These reports cover everything from basic contact details and demographics to financial status, compliance information, and communication history. They are essential for daily operations, client relationship management, and strategic analysis.

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2. Available Reports

The following reports are available in the Client section.

Report Name Description
Active Client Report Generates a list of all clients who currently have an active status or at least one active loan in the system.
All Diary Entries Report A comprehensive report that lists all diary notes, comments, and communication logs entered for clients.
Client Birthday Report A client relationship tool that lists all clients with birthdays within a specified period.
Client Credit Control Report Provides information related to the credit status of clients, such as credit limits, current balances, and arrears status.
Client eWallet Report Lists clients and their associated eWallet details, balances, and transaction histories (if applicable).
Client FIC Report Generates a report on the Financial Intelligence Centre (FIC) compliance status for clients, showing if FICA documentation is complete.
Client Report A comprehensive report that provides a detailed summary of client profile information.
Client Hand Over Report Lists clients whose accounts have been handed over for external collection or legal action.
Client Non Loan Debt & Change Report Details any non-loan related debts or credit balances (change) on client accounts.
Client Payback Information Lists the specific repayment details for clients, such as bank accounts, debit order dates, and payment methods.
Client Statement of Account Report Generates a formal statement for a client, showing all transactions and a running balance over a selected period.
Client Supporting Documents Report Lists the supporting documents uploaded for clients and can be used to identify missing documentation.
Debtors Summary Report Provides a high-level summary of the entire debtors book, typically including an age analysis of outstanding balances.
Detailed Business Client Reference Report A specific report for business-type clients, listing their associated references, directors, or contacts.
Inactive Client Report Generates a list of clients who are marked as inactive or have had no transactional activity for a specified period.

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