BUILT-IN REPORTS > CLIENTS
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      3. BUILT-IN REPORTS > CLIENTS

      INSTALLMENT REPORT

      Financial report listing the current state of the clients with installment packages in Fisikal.

      The Installment Report is useful to analyse:

      • Packages and installments belonging to which clients. 
      • Financial details of package price, outstanding balance, amount paid, etc. 
      • Details about the total and expected number of installments.

      How to run the report

      The Installment report is available to Manager users where the permission is enabled:

      To set the permission click: Settings > User Permissions > Manager > Can see Reports section > Installment = True

      To run the report:

      1. Sign in as manager
      2. Click Reports in the main menu
      3. Click + to add a new report to the queue
      4. Choose Installment report from the list
      5. Choose the filter options, click Generate

      Screenshot 2023-10-31 180130

      Filter Options

      Format

      Choose the format of the output report file:

      • .csv - a comma separated text file that can be opened using Excel or other applications.
      • .json - a structured text file useful for exchanging data with other systems.
      • .xlsx - an Excel file that is usually smaller than the csv option but can take longer to produce.
      • .pdf - uneditable portable document most suited to printing.
      Clients

      Choose which clients to include:

      • All - this includes Clients of all status, including inactive.
      • Specific - choose individual or multiple Clients.
      Packages

      Choose which packages appear in the report:

      • All - includes all packages that meet the other filters.
      • Specific - select the specific package to report on.

       

      REPORT COLUMNS

      Client Name The name of the client who purchased the package.
      Client Status The status of the client. - Active/Inactive.
      Package Title The name of the package purchased.
      Total Package Price The sum price of the packages purchased. 
      Total Outstanding Balance The price to be paid thus far.
      Deposit Amount Paid The amount that the client has paid. 
      Total Number of Installments The number of installments to be made.
      Next Installment Number The number of the next installment. (I.e The 1st installment).
      Expected Installment Amount The total installment expected after all installments have been made. 
      CSP ID The ID of the Client Service Package - linking the client to the package.
      Client ID The ID of the client.