Overview

The Credit Control Request report provides a quick list of all workflow statuses within a specified date range. This Workflow Report document, produced by Mycomax MicroFinance Solutions, provides a detailed guide for tracking credit control overrides within the MaxMoney system. It primarily assists users in identifying which staff members requested or authorised specific loan exceptions. To utilise this feature, administrators must first assign the appropriate security permissions within the software's role settings. The guide outlines how to generate the report and apply various filters, such as date ranges and specific user profiles. Finally, it lists the comprehensive data columns available, which include loan status, repayment details, and the justifications provided for each workflow decision.

To access this report, navigate to Reporting > Workflow > Workflow Credit Control Request.

Security

The security option for this report is located under Role Setup > Workflow : Workflow Credit Control Request in the Report Section.

Understanding the Workflow Credit Control Request Report

This report allows you to drill down into specific workflow information using various filters.

Filters/Selections

The following selection options are available to refine your report:

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

• Workflow Status: (Optional) Generate the report for requests with a specific status. Available statuses include: All, Request Override, Approve Override, and Reject Override.

• Date Start: (Required) Specify the start date for the workflow status data.

• Date End: (Required) Specify the end date for the workflow status data.

Buttons

• Finish: Select this button to generate the report.

• Cancel: Select this button to cancel the report request.

Sorting/Display Order

The report is sorted by Loan Number and then by Date.

Output Options

You can print, view, or email the Workflow Credit Control Requests Report.

Output Format

Click the hyperlink "XLS: Workflow Credit Control Requests Report" to open the report in a spreadsheet format (e.g., Excel or Open Office). This allows you to easily sort the information according to your business needs.

Emailing the Report

The report can also be emailed to a specific user. Ensure the necessary email address setups are configured.

For Report Columns, follow this link

Buttons

• Back to Filter Option: Select this button to cancel the current request and return to the previous page.

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