You must be licenced for the Client Statistics Add-On to use the functionality described below.

To open the Client Equity Report, from the Report menu, click Report Explorer and select the Client Reports group.

Report

Description	The Client Equity Report extracts Client information recorded for evaluating new loan applications.
Purpose	The Client Equity Report provides detailed marketing information that could be used to determine the Clients who are eligible to borrow more money.

Select the Order By and Clients to show

Order By

Select the order in which the report is to appear, by Code or Name.

Descending

Tick to display in a descending order or leave blank to display in an ascending order.

Clients

Select the Clients to be included or leave blank to include all.

Alternatively use F6 to look up Clients.

Select Other Options

Tick to Include Inactive Clients and/or Exclude Clients with no open accounts in the report; leave blank if not required.

Statistics Frequency

Select a frequency from the dropdown box, from Weekly, Fortnightly, Monthly, Quarterly, Half Yearly or Annually.

Specify Statistic filters

Expires from/to

Select the date ranges required - limits the report to Clients with Statistics due to expire on or after the date range entered.

Available Assets

Select values required - limits the report to Clients with specified "Assets Available"; the Clients included are inclusive of these values.

Debt Ratio from/to

Enter the range required - limits the report to Clients within the specified Debt Ratio range.

Available Income

Enter the values required - limits the report to Clients within the specified Income Available range; Clients included in the report are inclusive of these amounts.

Select Columns to include

Columns

Tick to include the applicable Columns in the report.

See Topics, for more information about Client Filters, Ranges, Grouping, Printer, Data Export, Add to Queue and Settings.

Reports, Client Reports, Client Equity Report