Overview

The MAXUP Client Product report gives you a comprehensive list of all MAXUP Products created within a specified date range. This guide outlines the functionality and configuration of the MAXUP Client Product Report developed by Mycomax for credit providers. It provides specific instructions on how to enable the module and manage user security roles within the system. The documentation details how to navigate the reporting interface to generate comprehensive lists of sold products based on customisable filters like date ranges and branch locations. Users can choose between simplified or exhaustive data views, capturing essential details from client demographics to complex insurance policy information. Ultimately, the resource serves as a procedural manual to ensure staff can accurately track and audit financial product sales and member dependencies.

Security and Access

Security: To access this report, your role needs the MAXUP Client Product Report option enabled under the Report section in Role Setup. You can find this setting by going to Role Setup > Reporting > MAXUP Client Product Report.

Accessing the Report: To open the report, navigate to: Reporting > MAXUP > MAXUP Client Product Report.

Report Filters

This report offers various filters to help you pinpoint the exact information you need:

• Report Type: Choose between Lite or Detailed to adjust the level of information displayed.

• User: Generate the report for clients created by a specific user.

• Branch: Filter the report to show clients linked to a particular branch.

• Client Number: Specify a range of client numbers to include in your report.

• Status: View clients with a specific status.

• Date Range: Select a date range to display MAXUP products created within that period.

• MAXUP Product: Generate the report for clients who have a specific MAXUP product.

Report Columns

The report includes the following detailed columns:

• Date

• Client No

• Branch

• Product Type

• Service Provider

• Main Member Title

• Main Member Initials

• Main Member Full Names

• Main Member Surname

• Main Member ID Nr

• Main Member Residential Address

• Main Member Cell Nr

• Main Member Home Nr

• Main Member Work Nr

• SalesPerson

• Product Name

• Product Policy No

• Product Status

• Product Monthly Fee (Main Member)

• Cover Topup 1 Monthly Fee

• Cover Topup 2 Monthly Fee

• Cover Topup 3 Monthly Fee

• Cover Topup 4 Monthly Fee

• Cover Topup 5 Monthly Fee

• Cover Topup (Over 18) Monthly Fee

• Cover Topup (Over 18) Additional Age Limit Monthly Fee

• Product Total Monthly Fee

• Product Inception Date

• Product Expiration Term

• Product Expiration Date

• No of Product Dependence

• Product Beneficiary Full Names

• Product Beneficiary Surname

• Product Beneficiary ID Number

• Product Beneficiary Date of Birth

• Product Beneficiary Work Tel

• Product Beneficiary Cellphone No

• Product Beneficiary Fax No

• Employer Name

• Paydate

• Paydate Move Direction

• Bank Name

• Branch Code

• Account Type

• Account Number

• Preferred

• Payback

• User

• Dependent 1 Title

• Dependent 1 Initial

• Dependent 1 Full Names

• Dependent 1 Surname

• Dependent 1 ID Nr

• Dependent 1 Relation

• Dependent 1 Comment

• Dependent 2 Title

• Dependent 2 Initial

• Dependent 2 Full Names

• Dependent 2 Surname

• Dependent 2 ID Nr

• Dependent 2 Relation

• Dependent 2 Comment

• Dependent 3 Title

• Dependent 3 Initial

• Dependent 3 Full Names

• Dependent 3 Surname

• Dependent 3 ID Nr

• Dependent 3 Relation

• Dependent 3 Comment

• Dependent 4 Title

• Dependent 4 Initial

• Dependent 4 Full Names

• Dependent 4 Surname

• Dependent 4 ID Nr

• Dependent 4 Relation

• Dependent 4 Comment

• Dependent 5 Title

• Dependent 5 Initial

• Dependent 5 Full Names

• Dependent 5 Surname

• Dependent 5 ID Nr

• Dependent 5 Relation

• Dependent 5 Comment

• Dependent 6 Title

• Dependent 6 Initial

• Dependent 6 Full Names

• Dependent 6 Surname

• Dependent 6 ID Nr

• Dependent 6 Relation

• Dependent 6 Comment