The Report on Clients State during a Period will show the changes in your clients' database in a selected period of time e.g. from "01/01/2002" to 06/05/2020.
How to view the Report on Clients State during a Period
To view the report on Clients State during a Period, go to Clients/Report on Clients a screen like one below appears:
Branch code: Choose the branch code from the drop-down or tick the Check for all Branches checkbox to include all branches.
All clients (with and without balances): When this option is selected, the system will generate a report of clients who have paid up their loans and those who haven't and their loans are still running by the selected period range e.g. from "01/01/2020" to "05/06/2020".
Only clients with outstanding balances at end of period: When this option is selected, the system will generate a report of only clients whose loans are still running by the selected period range.
Only clients without outstanding balances at end of period: When this option is selected, the system will generate a report of only clients who have paid up their loans and are without running loan balances by the selected period range.
Click on the OK command button to view the report that will look like one below.
Click the Close button to quit the screen
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