Client Loan Account Export - Tag Export Report
Purpose
Reports
Client Tags and
associated Lending account details for Tagged Clients.
Timing
May be run at anytime
Access
- Client | Tag Export Analysis
Report
Report Specific Parameters
Field | Explanation |
Tag Category | Defaults to All Categories Drop Down to display a list of categories that may be selected |
Report Run Date | Defaults to todays date This date cannot be past the current month end date You can override this date to generate a report from a past date |
From | To | Enter date range required Account balances are as at the export end date, whereas income is all income earned the account up to the export end date. |
Report Export
Tags are
separated and reported to individual columns based on the Tag Category. If the
client does not have a category for that value, then the field will be blank.
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