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Table of Contents (Online Help)

Report on Client's Documents

The report on Client's documents displays all clients' identity documents used at registration on a particular day or during a given period.

How to view the Report on Client's Documents

To view the report on client's documents you go to Clients\Report on Clients Documents. A screen will appear looking as follows:

The default report shows the Client's Registration Code, Client Name, ID Document, Issue Date, Issued by, Expiry Date and Priority.

Report for a specific date: To have the report for a given date, check the option Report for a specific date and enter the reporting date, e.g., "16/05/2008". To print the report for a given period, uncheck the option Report until date and enter the starting date in the text box Report Date From and the ending date of the period in the text box To.
Branch Code: Specify the appropriate branch code to view the clients from a specific branch. (For single branch databases this is selected automatically by default).
Geographical Area: Select the area for which you wish to report or tick the Check for all geographical areas checkbox to include all areas.

Select any other required additional options or use the default selections. For additional information on these options you can refer to Clients Report Formats.

Click on the OK command button to view the report which will look like the one below:

Click on the exit button to exit.

Contact LPF live support for more information
This service requires an Internet connection.

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www.loanperformer.com

Table of Contents (Online Help)

Report on Client's Documents

Contact LPF live support for more informationThis service requires an Internet connection.

Contact LPF live support for more information
This service requires an Internet connection.