Overview

The XDS Client Enquiry Report provides a list of all inquiries made on existing clients within a specified date range. This report generates under "Processing Status."

To access this report, navigate to Reporting > XDS > XDS Client Enquiry Report.

Security

The security option for this report is located under Role Setup > Reporting > XDS Client Enquiry Report in the Report Section.

Filters/Selections

The following selection options are available to refine your report:

• Enquiry Start Date: (Required) Enter the start date for the inquiries you wish to report on. The date must be in DD/MM/YYYY format.

• Enquiry End Date: (Required) Enter the end date for the inquiries you wish to report on. The date must be in DD/MM/YYYY format.

Buttons

• Cancel: Select this button to cancel the report request.

• Finish: Select this button to generate the report.

Columns

• Enquiry Date
• Enquiry Reference
• First Name
• Surname
• ID Number
• Birth Date
• Gender
• Client Number
• Enquiry Reason
• Branch name
• Creation User