Overview

The MaxAVR Detail Report allows you to quickly get a list of all MaxAVR transactions within a specific date range. This report ensures that staff can effectively monitor and validate client banking details to maintain financial security and operational efficiency.

Security and Access

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

To access the report, go to: Reporting > MaxAVR > MaxAVR Detail Report.

Filters/Selections

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

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

• Client Status: Filter the report by the MaxAVR status: All, Successful, or Unsuccessful.

• AVR Date Start: Specify the start date for the MaxAVR transactions you want to include.

• AVR Date End: Specify the end date for the MaxAVR transactions you want to include.

Available Buttons

• Finish: Select this button to generate the report based on your chosen filters.

• Cancel: Select this button to cancel your request and return to the previous page.

Output Format

You have several options for viewing and exporting the 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. To use this feature, ensure the necessary email address is set up on the user's profile under Setup > Security > Users. Additionally, the user must be selected for email in the Cash Box Setup (Setup > Branches > Cash Box).

• Spreadsheet (XLS): Click the "XLS: MaxAVR Detail Report" hyperlink to open the report in a spreadsheet format (e.g., Microsoft Excel or OpenOffice Calc). Once the information is in Excel, you can easily sort it according to your specific business needs.

Sorting/Display Order

The report is primarily sorted by Date.

Columns/Detail

The report displays the following detailed information:

• Date

• Time

• Client Number

• Client Name

• Client Surname

• Client Bank Details

• Status (MaxAVR)

• Account Found

• Account Open

• Account Length

• Account Type Match

• ID Number Match

• Initials Match

• Name Match

• Accept Debits

• Accept Credits

• User

• Count AVR Send

Available Buttons

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

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