Report Setup

MAXMONEY Reports Setup

This section outlines how to set up and manage reports within MAXMONEY.

1. MAXMONEY Resources

MyComax provides access to various report resources for each country. Your legal entity needs to determine which users can access specific reports. To grant report access, you'll create roles and assign relevant report resources to them. Then, you'll assign these roles to your users.

2. Automatically Email Reports

Some reports involve extensive calculations and take longer to generate than standard reports. You can monitor the progress of these reports under MAXMONEY > Processing Status.

You can continue working while these reports are processing. Once a report is finished, it can be automatically emailed to you.

To enable this feature:

  1. Navigate to MAXMONEY > Setups > Security > Roles.

  2. Select the "Automatic Email Report" checkbox for the relevant role.

  3. Ensure the user's email address is correctly entered by going to MAXMONEY > Setups > Security > Users, editing the user, and filling in the "E-mail Address" field.

3. Notify User of Completed Reports

Similar to automatic email, some lengthy reports can notify you with a pop-up message once they've finished processing. You can track their progress under MAXMONEY > Processing Status and continue working in the meantime.

To enable pop-up notifications:

  1. Go to MAXMONEY > Setups > Security > Roles.

  2. Select the "Automatic Notification on Report Completion" checkbox for the appropriate role.

4. Manually Email Reports

After a report has been generated, you can manually email it to a pre-selected group of users.

To set up these users:

  1. Go to Setups > Reporting > Reports Email Setup.

  2. Select the users you want to include and click Save.

  3. Important: Confirm that each of these users has an email address entered. You can check this under Setups > Security > Users > Email Address.

5. Report Header and Footer Images

Several reports can display personalized header and footer images:

These reports must be set up as HTML reports. To enable this, go to MAXMONEY > Setups > Security > Roles and ensure the following resources are selected:

To set up the images:

  1. Create an image for your logo (header) and another for the footer. The recommended size is 100px height x 1400px width.

  2. Upload these images to a public webpage and note their URL.

  3. Enter the URL for the header and footer in MaxMoney under Setups > Reporting > Reports Header & Footer Setup.

6. Documentation

 Section  Description  Documentation
 Report Header & Footer  This section explains how to customize your reports with a unique header and footer  Report Header & Footer
 NAMFISA Report  This section details the setup of NAMFISA reports, specifically for entities operating in Namibia  NAMFISA
 NCR Form 39 Report  For details on setting up NCR statistical compliance reports  NCR Form 39
 Email Setup  This section explains how to configure recipients for reports sent via email  Email Setup
 Automatic Emails  This section explains how to configure MAXMONEY to automatically email long-running reports to users once they've finished processing  Automatic Emails
 Notify User  This section explains how to set up pop-up notifications for completed reports in MAXMONEY .  Notify User
 Manual Email  This section outlines how to manually email generated reports to pre-selected users  Manual Email
 Report Menu  Where to access the reports  Report Menu
 Scheduled Recurring Report  For information on setting up reports to run automatically on a recurring schedule  Scheduled Reports

 

MAXMONEY Developed by MYCOMAX MICROFINANCE SOLUTIONS. Novamesh 18/06/2026