1.1 How Report Scheduling Works

MaxMoney automatically generates scheduled reports once daily at 23:59. For each configured report setup:

• The report is generated using the specified parameters.
• If the report contains results (reports with no data will not be generated), it's emailed to all users with a valid email address listed in the setup.
• Each email sent consumes an email credit.

1.2 Accessing Scheduled Report Logs

You can view the results and logs of the scheduled report process here:

MaxMoney -> Processing -> Logs -> Reports -> Scheduled Reports

1.3 Available Reports for Scheduling

The following reports can be scheduled:

• Detailed Loan Report
• Detailed Loan Report Combined
• Detailed Loan Report Lite
• Daily Cash Up Management Report
• Follow Up Report
• Follow Up Report Combined
• In Default Fees and Interest Report
• Instalment Detail Daily Analysis Report
• Detailed Ledger Report
• Loan Instalment Detail Report
• Payment To Client Report
• Performance by Branch Report
• Performance by SalesPerson Report
• Performance by User Report
• Receipts Between Dates Report

2. Export Loan Payroll

The Export Loan Payroll feature enables microlenders to generate a monthly file containing employee loan details. This file is then provided to employers, who use it to deduct loan installments from employee salaries.

You can generate the Loan Payroll Export file in two ways:

• Manually: For immediate, on-demand file creation.
• Automatically (Scheduled): For regular, automated file generation and emailing. Note: The MAXMAIL module must be enabled and configured for scheduled exports.