Overview

The Follow-Up Report provides a comprehensive list of loans that are due but have not yet been paid. This report is also available for consortiums.

Video tutorial

• For a visual guide, Watch the Video Link - https://www.youtube.com/watch?v=EgR5aRYpuqA
• Learn More : For a visual guide, Watch the Video Link - https://youtu.be/qa1JV82Tv4k

Access and Security

• Accessing the Report: You can access this report by navigating to Reporting > Loan.

  • Single Entity: Follow-Up Report.

  • Consortium: Follow-Up Report Combined

• Security: Access to this report is controlled by the security setting located under Role under Setup > Security within the Report Section.

  • Single Entity: Reporting: Follow-Up Report

  • Consortium: Reporting: Follow-Up Combined Report

Combined Reporting (Consortium Feature)

For large groups with multiple entities that wish to generate reports for the entire group, the Combined Reporting/Consortium feature must be enabled by Mycomax.

Follow-up Report Features

Sorting and Display Order

The report results can be sorted and displayed by the following criteria:

• Due Date

• Client Number

Output Format

The report can be exported in the following formats:

• XLS: This format allows you to open the report in Excel or OpenOffice for further analysis and customization.

• Email: The report can be emailed to a specific user. Ensure the necessary email setup is configured.

Columns and Details

The standard report includes the following information:

• Branch Code: The code of the home branch.
• Branch Name: The name of the home branch.
• Client Number :  The unique identifier assigned to the client. 
• First Name :  The client's first name. 
• Surname: The client's surname. 
• Telephone Number:  The client's primary telephone number. 
• Cellphone Number:  The client's cellphone number. 
• ID Number:  The client's identification number. 
• Client Home Address :  The client's home address. 
• Client Status :  The current status of the client (e.g., active, inactive). 
• Client Classification  : The classification assigned to the client.
• Client Salesperson : The salesperson on the client. 
• Employer Name:  The name of the client's employer.
• Employee Number : The customer's employee number.
• Paypoint Name:  The name of the paypoint associated with the client's employer. 
• Due Date :  The date on which the loan payment is due. 
• Outstanding: The remaining amount owed on the loan. 
• Payback Type :  The method used to repay the loan (e.g., monthly, weekly). 
• Payment Frequency :  The frequency of loan payments. 
• Note: Any additional notes or comments associated with the loan.
• Last Paid Date : Date of the latest receipt.
• Last Amount Received : Amount of the latest receipt.
• Last Payment type : Type of the latest receipt.
• Loan Salesperson : The salesperson on the loan.
• Bank: The name of the bank where the client's account is located. 
• Bank Account Number:  The client's bank account number. 
• Branch Code:  The bank branch code associated with the client's account. 
• Account Type : The type of bank account (e.g., savings, checking)
• MaxCollect Reference : Payment Collection Reference Number

Report Totals

Client Totals

When the report is sorted by "Client Number," the following totals are displayed for each client:

• No of Loans: The total number of outstanding loans for the client.

• No of Instalments: The total number of outstanding installments for the client.

• Total Amount Outstanding: The total amount owed by the client.

Grand Totals

The following grand totals are displayed for all clients in the report:

• No of Clients: The total number of clients with outstanding loans.

• No of Loans: The total number of outstanding loans across all clients.

• No of Loan Instalments: The total number of outstanding loan installments across all clients.

• Total Amount Outstanding: The total amount owed by all clients.

Report Buttons

• Back to Filter Option: Returns to the previous page, allowing you to modify the filter criteria.

• Email Report: Sends the generated report via email to a specified recipient.

Filters and Selections

The Follow-Up Report allows you to filter results based on various criteria:

General Filters

• Branch: Filter results by specific branches.

• Region: Filter results by specific regions.

• Report Type: Standard, Lite or with Display Note

• File Format: Specify if you want the report to generate in HTML and PDF

• Sales Person: Filter results by a specific salesperson.

• Sales Person Type: Choose whether it must filter according to the salesperson on the client or the loan

Client Filters

• Client Number Start: Specify the beginning of a client number range.

• Client Number End: Specify the end of a client number range.

• Status: Filter by client status.

• Payment Frequency: Filter by client payment frequency.

• Bank: Filter by the client's bank.

Loan Filters

• Instalment Date Start: Specify the beginning of an installment due date range.

• Instalment Date End: Specify the end of an installment due date range.

• Loan Instalment Status: Filter by the status of loan installments.

• Loan Product: Filter by specific loan products.

• Payback Type: Filter by the loan's payback type.

• Ignore Outstanding Less Than: Filter on the outstanding amount. Entries less than the amount entered will be excluded from the report. 

Employer Filters

• Employer Search: Use a star (*) to list all employers, or type the full or partial name and click Search to find specific employers.

• Employer: Filter by a specific employer.

• Classification: Filter by employer classification.

• Economic Sector: Filter by employer economic sector.

Generation Buttons

• Finish: Generates the report based on the selected filters.

• Cancel: Cancels the report generation process.