The Client Credit Control Report provides a comprehensive view of credit control activities within a specified timeframe. To access this report, navigate to Reporting > Client > Client Credit Control Report.

• Role-Based Access: The Security option under the Report Section of the Setup menu controls who can access this report.

Video tutorial

• Learn More : For a visual guide, Watch the Video Link - https://youtu.be/K0TybjaJBa4

Filters and Selections

This report offers various selection criteria to refine the displayed information. You can filter by:

General:

• Branch: Limit results to a specific branch.
• Region: Filter by region.
• User: View credit control created by a particular user.
• Salesperson: Focus on credit control associated with a specific salesperson.

Client:

• New Loans Allowed: Filter based on the new loans allowed status.
• Client Number Range: Specify a range of client numbers.
• Client Status: Filter by client status.
• Payment Frequency: Select a specific payment frequency.
• Client Area: Filter by client area.
• Bank: Choose a specific bank.
• Creation Start Date: A mandatory field requiring the date in dd/mm/yyyy format.

Employer:

• Employer Search: Use * to search for all employers or enter a specific employer name.
• Employer: Filter by employer.
• Classification: Filter by employer classification.
• Economic Sector: Filter by employer economic sector.

Actions

• Finish: Generate the report based on the selected filters.
• Cancel: Cancel the report generation process.

Output Format

• XLS: Client Log Report
• PDF: Client Log Report
  • The report can be exported as an Excel spreadsheet (.xls) or PDF document.
• Emailing Reports
  • To email the report, ensure that the necessary email setup has been configured.

For Report Columns, follow this link