The report section is an entirely new feature added to the system. In this section, the three different types of report are included, namely:

Client Report, Application Report, and Invoice Report 



1. Client  Report

In this report, all the Clients and Prospects details of particular office are shown. The detail information of all Client & Prospects is recorded in this section.





Filters: You can select predefined filter attributes so that only related data is displayed on the screen.
Display: You can select the columns which you want to be displayed
Export To: You can export all the data to XLS format
Personal Details: All the Personal details Client, Client-ID, Status, Phone, Email, Street, City, State, Country,  Country of Passport, D.O.B  is shown here
Added Date: Shows the added date of Client in the system
Visa Expiry Date: Shows the detail of Clients’ visa expiry date
Preferred Intake: Shows the month and year in which the client intends to apply
Added By User: Shows the name of the User who added the Client
Added By Office: Shows the name of the Office in which added by user is associated with
Assignee: Shows the name of the User who will look for the further processing of that Client
Assignee Office: Shows the name of the Office in which Assignee is associated with

2. Applications Report

The application report is associated with the Client’s Application. The details of all In-Progress application in the application section of the Client is recorded in this section.



Filters: You can select predefined filter attributes so that only related data is displayed on the screen.
Display: You can select the columns which you want to be displayed
Export To: You can export all the data to XLS format
Client: Shows the name of the Clients related to the Application
Workflow: Shows the Workflow in which Clients’ Application is associated with
Partner:  Shows the Partner related to Clients’ Application
Product: Shows the Product related to Clients’ Application
Status: Shows the Status of Clients’ Application whether it In Progress, Completed or Discontinued
Stage: Displays the Stage at which the Clients’ Application is being processed
Assignee: Shows the name of the User who will look for the further processing of that Client
Office: Shows the name of the Office in which Assignee is associated with
Visa Expiry: Shows the detail of Clients’ visa expiry date
Added Date: Shows the added date of Client in the system
Start Date: Shows when the Application has been started
End Date: Shows when the Application will be ended

3. Invoice Reports.



Filters: You can select predefined filter attributes so that only related data is displayed on the screen.
Display: You can select the columns which you want to be displayed
Export To: You can export all the data to XLS format
Client: Shows the name of the Clients related to the Application
Assignee: Shows the assignee associate with the client.

Partner: Shows the Partner associated with the client.
Product: Shows the Product associated with the client. Workflow: Shows the Workflow in which Invoice is associated with.
Currency: Shows the currency type accepted by the partner.
Invoice type: Displays the Invoice type for example, net claim, gross claim or partners and clients.
Invoice number: Shows the invoice serial number so that u can find out which on was made first.
Created at: Shows the date of when invoice was created.
Status: Shows if the invoice is to do, paid or unpaid.
Total Fee: Shows the total fee amount that is invoiced for.
Commission Amount: Shows the amount of commission associated with client.
Income Amount: Shows the amount of money actually earned by the agency.
Discount Amount: Shows the amount of discount allowed to the clients.
Income Sharing: Shows the amount of income shared with referrer or sub agents.
Other payables: Any other pays which needs to be made by the Agency.
Net income:Shows the overall income amount.
Tax received: Shows the amount of tax received while invoicing.
Tax paid: Shows the amount of tax charged to your agency.
Paid Amount: Shows the amount paid by the invoice receiver.
Last Payment date: Shows the date when invoice was last paid.
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