Client Group Detail Report

The Client Group Detail Report provides a detailed listing of clients linked to specific Client Group Codes. It also provides a count of the number of loans in each client group and sub-group.

Access to this report is controlled through administrator-defined Security Profiles.

The report is generated with the following filters.

Filter

Description

Client Group

From the drop-down, select the client groups to include in the report results. By default, all client groups are selected.

Client Groups are configured in System Management > Collection > Client Groups.

Loan Status

From the drop-down, select the loan statuses to include in the report results.

Worklist

From the drop-down, select the worklists to include in the report results. By default, all worklists are selected.

Users may be restricted to their own worklists depending on configuration of their Security Profile in System Management >Collection > Security Profiles.

Delinquent Locked

From the drop-down, select the delinquent and locked statuses to include in the report results.

Change any of the filters and click View Report to regenerate the report using the new parameters.

Refer to the Reports in Elements topic for information on the report's toolbar.