Overview

The Client per Employer Report displays all clients listed under a specific employer, along with their payback details. This report is useful for checking the SASSA status, payback date, and banking details of clients receiving grants. It can also help identify discrepancies in payback details between the employer and the client.

Security and Access

To access this report, your user role needs the Client per Employer Report option enabled under the Report section in Role Setup.

To access the report, navigate to: Reporting > Employer > Client per Employer.

Filters/Selections

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

General

• Branch: Generate the report for clients added to a specific branch.

Employer

• Employer Search: Use an asterisk * to list all employers. You can also type the full name or part of the employer's name and click the Search button. The result(s) will then display in the employer dropdown list.

• Employer: Generate the report for clients where a specific employer is selected.

Client

• Client Status: Generate the report for clients with a specific status or all clients.

Client Bank

• Bank: Generate the report for clients where a specific bank is being used.

Available Buttons

• Finish: Select this button to generate the report.

• Cancel: Select this button to cancel this request.

Sorting/Display Order

The report is primarily sorted by Client No.

Output Format

You can print, view, or email the Client per Employer 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 specific user. To use this feature, ensure the necessary email address is set up on the user's profile under Setup > Security > Users. Additionally, the Cash Box Setup must be configured under Setup > Branches > Cash Box (select the specific user by E-mail).

• Spreadsheet (XLS): Click the "XLS: Client Per Employer 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:

• Employer Name

• Employer PayPoint Name

• Employer Payback Type

• Employer Payment Frequency

• Employer Move Direction

• Employer Day of Month

• Emp Preferred CSP

• Emp Preferred CSP Setup

• Client Home Branch

• Client No

• Title

• Initials

• Full Names

• Surname

• ID No

• Client Status

• Client Payback Type

• Client Payment Frequency

• Client Move Direction

• Client Day of Month

• Client Preferred CSP

• Client Preferred CSP Setup

• SASSA Client

• SASSA Client Type

• Bank Name (Payback)

• Bank Branch Code

• Bank Account No

• Bank Account Type

• Gross Salary

Available Buttons

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

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