Get a list of the clients without loans and receipts in a period.

3.MaxMoney Setup

3.1.Resources

• Go to Setups - Security - Roles and enable the resource for the report:
• Inactive Client Report

4.How to Access the Report

4.1.MAXMONEY

• Go to Reporting -> Client -> Inactive Client Report.

4.2.Report Filters

The reports have selection options whereby you can drill down information to branch level etc. The following selections are available on this report:

• Branch: You can generate the report for the clients with a specific home branch.
• Region: You can generate the report for the clients in a specific region.
• User: You can generate the report for the clients created by a specific user.
• Salesperson: You can generate the report for the clients with a specific salesperson.
• Client Number range: You can generate the report with client numbers in a specific range.
• Client Status: You can generate the reports for clients with a specific status.
• Inactive Since: Specify a date from where the report must check for loans/transactions.

For Report Columns, follow this link