Overview

This internal management report by Mycomax MicroFinance Solutions provides a technical guide for using the Operational Control Report within the MaxMoney system. It outlines how credit providers can track key performance indicators, such as the volume of new clients and the status of loan payback instructions. The document details the specific navigation paths, security settings, and data filters—including branch, region, and date range—required to generate the data. Users are instructed on how to manage the processing status and retrieve the final output in an Excel format. Furthermore, the text explains how to automate report delivery via email and defines the specific data columns that appear in the final summary.

Security and Access

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

To access the report, navigate to: Reporting > Management > Operational Control Report.

Filters/Selections

The report offers the following selection options:

General

• Branch: (Optional) Generate the report for transactions created at a specific branch.

• Region: (Optional) Generate the report for transactions created in a specific region.

• User: (Optional) Generate the report for transactions created by a specific user.

• Salesperson: (Optional) Generate the report for transactions created by a specific salesperson.

• Show only Enabled Salesperson: Select this checkbox if you only want to include enabled salespersons in the report.

Transaction

• Default Start Date: (Required) Enter the start date in dd/mm/yyyy format. The report will include transactions within this date range.

• Default End Date: (Required) Enter the end date in dd/mm/yyyy format. The report will include transactions within this date range.

Available Buttons

• Finish: Select this button to generate the report.

• Cancel: Select this button to cancel your request.

Sorting/Display Order

The information in the report will be listed according to the salesperson.

Output Format

You can print, view, or email the Operational Control Report.

• View Online: You can view the report directly within the system.

• Print: Print a physical copy of the report.

• Email: Email the report to a specified user. Ensure the necessary email address setups are complete for this functionality.

• Spreadsheet (XLS): Click the "XLS: Operational Control Report" hyperlink to open the report in a spreadsheet application (e.g., Microsoft Excel or Open Office). Once the information is in this format, you can easily sort it to meet your specific business needs.

Columns/Detail

The report displays the following information:

Salesperson on Client

• Salesperson: The name of the salesperson.

• New Clients: The number of new clients for this specific salesperson.

• No of Loans: The number of loans associated with this specific salesperson.

• No of Loans Registered at CSP: The number of loans registered at the Collection Service Provider for this specific salesperson.

Available Buttons

• Back to Filter Option: Select this button to cancel your request and return to the previous page to adjust your report filters.

• Email Report: Select this button to receive this report via email.