Overview

The Compuscan Client Enquiry V2 Report is an essential tool designed by Mycomax specifically for Microlenders to efficiently track credit enquiries. It enables users to retrieve a comprehensive list of all Compuscan enquiries conducted within a specified date range. This report is vital for maintaining accurate financial records and can be easily printed, viewed, or distributed via email.

Security and Access

To access this report, your user role must have the Compuscan Client Enquiry Report option enabled under the Report section in Role Setup.

To access the report, navigate to: Reporting > Compuscan > Compuscan Client Enquiry v2 Report.

Report Filters

The report offers the following selection options to help you drill down information:

• Date Range: Specify a date range to generate the report for enquiries made through Compuscan within that period.

Processing Status

This report will initially generate under Processing Status. Please wait until the report status changes to Completed. You can refresh the processing status page by clicking the Submit button. Once the status is Completed, click on the report name to open it.

Output Formats

The report can be generated in the following formats. Click the hyperlink to open or download the report:

• XLSX

• CSV

• HTML

• PDF

Available Buttons

• Back to processing status: Select this option to return to the processing status page.

• Back to Filter Option: Select this option to go back to the report filter page for this report.

• Email Report: Select this button to receive this report via email. Users who can receive reports via email must be set up in advance under Setups > Reporting > Reports Email Setup. These users must also have valid email addresses on their user setup under Setups > Security > Users.

Report Columns

The report displays the following information:

• Enquiry Date: The date of the Compuscan Client V2 enquiry.

• Credit Check: Indicates if a Compuscan Client V2 credit check enquiry was performed.

• Consumer Search / NLR Enquiry: Indicates if a NLR Compuscan Client V2 Consumer Search / NLR Enquiry was performed.

• Client Number: The client number for whom a Compuscan Client V2 enquiry was made.

• Client Surname: The client's surname for whom a Compuscan Client V2 enquiry was made.

• Client Initials: The client's initial(s) for whom a Compuscan Client V2 enquiry was made.

• Compuscan Reference: The Compuscan Reference number associated with the Compuscan Client V2 enquiry.

• Compuscan Response Code: The Compuscan response code from the Compuscan Client V2 enquiry.

• Compuscan Response Description: The Compuscan response description from the Compuscan Client V2 enquiry.

• Creation User: The user who created the Compuscan Client V2 enquiry.

• Creation Date: The date when the Compuscan Client V2 enquiry was created.

• Creation Time: The time when the Compuscan Client V2 enquiry was created.