Client Detail Report Print
The generated report will
display the following columns of information, sorted by Client Status and then
Client Number. At the end of the report,
the following totals are provided for the selected data range:4. Report Columns
Explained
Client Identification & Contact
Column
Description
Data Source Page
Client Number
The client's unique identification number in the
system.
General
Original Client
No
The client's number from a previous system, if
imported.
General
Client
Initials
The client's initials.
General
Client Name
The client's first name.
General
Client Surname
The client's surname.
General
ID Number
The client's identification number.
General
ID Type
The type of identification provided (e.g., National ID,
Passport).
General
Gender
The client's gender.
General
Tax Number
The client's tax identification number.
General
Home Telephone
Number
The client's home phone number.
Client Address
Work Telephone
Number
The client's work phone number.
Employment
Cellphone
Number
The client's mobile number.
Client Address
E-Mail
The client's email address.
Client Address
Client Status & Financials
Column
Description
Data Source Page
Client Status
The current status of the client (e.g., Active, Inactive,
Handed Over).
General
Allow New
Loans
Indicates if the client is permitted to take out new
loans.
General
Salary
The client's net salary.
Financial
Bonus Month
The month in which the client receives a bonus.
Financial
Credit Limit
The maximum instalment amount available, calculated from net
salary.
Financial
% Available
The percentage of the credit limit available for new
instalments.
Financial
Insolvent
Indicates if the client is flagged as insolvent.
Client Other Details
Garnishee
Indicates if there is a garnishee order against the
client.
Client Other Details
Outstanding
Amount
The total outstanding amount for the client.
Client Summary
Next Date Due
The due date for the next instalment.
Client Summary
Next Amount
Due
The amount of the next instalment due.
Client Summary
Change
Available
The amount of change available for distribution to the
client.
Client Summary
Non-loan Debt
The total amount of non-loan debt associated with the
client.
Client Summary
Payback & Banking Information
Column
Description
Data Source Page
Payment
Frequency
How often the client receives payment and will make
repayments.
Payback
Payment Move
Direction
Indicates if payment is made before or after a
weekend/holiday.
Payback
Day of
Month/Week
The specific day (e.g., 25th) or day of the week the client
is paid.
Payback
Payback Type
The method the client uses to repay the loan (e.g., Debit
Order).
Payback
Bank
The bank where the client's salary is deposited.
Bank
Bank Account
Type
The type of bank account (e.g., Cheque, Savings).
Bank
Bank Account
Number
The client's bank account number.
Bank
Bank Branch
Code
The branch code for the client's bank account.
Bank Employment Details
Column
Description
Data Source Page
Employer Name
The name of the client's employer.
Employer
Employer
Classification
The classification assigned to the employer.
Employer
Employee
Number
The client's employee number.
Employer
Pay Point
Number
The paypoint number associated with the client's
salary.
Employer
Occupation
The client's job title or occupation.
Employer
Other Employer
Reference
Any other applicable employer reference.
Employer
Work Telephone
Number
The client's direct work telephone number.
Employer
Commencement of
Service
The date the client started working for the current
employer.
Employer
Appointment
Type
The client's type of employment (e.g., Permanent,
Contract).
Employer Transactional & System Information
Column
Description
Data Source Page
Last Receipt
Date
The date of the last payment received from the
client.
Transaction
Last Agreement
Date
The date the last contract was created for the
client.
Transaction
Salesperson
The salesperson assigned to the client.
General
Marketing Info
How the client heard about your organization.
General
Area
The residential area where the client lives.
Client Address
Physical
Address
The client's physical street address (Lines 1, 2,
3).
Address
Address Code
The postal code for the physical address.
Address
Postal Address
The client's postal address (Lines 1, 2, 3).
Address
Postal Code
The postal code for the postal address.
Address
Record User
The user who created the client record.
Other Details
Record Date
The date the client record was created.
Other Details
Record Time
The time the client record was created.
Other Details
Report Summary