The generated report will display the following columns of information, sorted by Client Status and then Client Number.

Client Identification & Contact

• Client Number :  The client's unique identification number in the system.
• Original Client No:  The client's number from a previous system, if imported.
• Client Initials :  The client's initials.
• Client Name :  The client's first name.
• Client Surname :  The client's surname.
• ID Number :  The client's identification number.
• ID Type :  The type of identification provided (e.g., National ID, Passport).
• Gender: The client's gender.
• Tax Number:  The client's tax identification number.
• Home Telephone Number :  The client's home phone number.
• Work Telephone Number :  The client's work phone number.
• Cellphone Number:  The client's mobile number.
• E-Mail: The client's email address.

Client Status & Financials

• Client Status:  The current status of the client (e.g., Active, Inactive, Handed Over).
• Allow New Loans:  Indicates if the client is permitted to take out new loans.
• Salary : The client's net salary.
• Bonus Month :  The month in which the client receives a bonus.
• Credit Limit :  The maximum instalment amount available, calculated from net salary.
• % Available :  The percentage of the credit limit available for new instalments.
• Insolvent : Indicates if the client is flagged as insolvent.
• Garnishee : Indicates if there is a garnishee order against the client.
• Outstanding Amount :  The total outstanding amount for the client.
• Next Date Due :  The due date for the next instalment.
• Next Amount Due :  The amount of the next instalment due.
• Change Available :  The amount of change available for distribution to the client.
• Non-loan Debt :  The total amount of non-loan debt associated with the client.

Payback & Banking Information

• Payment Frequency:  How often the client receives payment and will make repayments.
• Payment Move Direction:  Indicates if payment is made before or after a weekend/holiday. Date adjustment rule.
• Day of Month/Week:  The specific day (e.g., 25th) or day of the week the client is paid.
• Payback Type:  The method the client uses to repay the loan (e.g., Debit Order).
• Bank : The bank where the client's salary is deposited.
• Bank Account Type :  The type of bank account (e.g., Cheque, Savings).
• Bank Account Number :  The client's bank account number.
• Bank Branch Code :  The branch code for the client's bank account.

Employment Details

• Employer Name:  The name of the client's employer.
• Employer Classification:  The classification assigned to the employer.
• Employee Number:  The client's employee number.
• Pay Point Number:  The paypoint number associated with the client's salary.
• Occupation: The client's job title or occupation.
• Other Employer Reference:  Any other applicable employer reference.
• Work Telephone Number:  The client's direct work telephone number.
• Commencement of Service:  The date the client started working for the current employer.
• Appointment Type:  The client's type of employment (e.g., Permanent, Contract).

Transactional & System Information

• Last Receipt Date:  The date of the last payment received from the client.
• Last Agreement Date:  The date the last contract was created for the client.
• Salesperson: The salesperson assigned to the client.
• Marketing Info:  How the client heard about your organization.
• Area: The residential area where the client lives.
• Physical Address:  The client's physical street address (Lines 1, 2, 3).
• Address Code:  The postal code for the physical address.
• Postal Address:  The client's postal address (Lines 1, 2, 3).
• Postal Code:  The postal code for the postal address.
• Record User:  The user who created the client record.
• Record Date:  The date the client record was created.
• Record Time:  The time the client record was created.

Report Summary

At the end of the report, the following totals are provided for the selected data range:

• The Number of Clients: A total count of the clients included in the report.
• Totals: The sum for the Outstanding Amount, Next Amount Due, Change Available, and Non-Loan Debt columns.