·Type:

oThis list allows the user to select the type of entity for which the report must be created. ("Client" or "Creditor").

·Edit main Doc:

oThis control allows the user to edit the main document by changing the necessary text and format and inserting the desired merge fields before merging, sending or saving the document.

·Merge Doc:

oThis control allows the user to merge the document which will populate the merge fields with the selected client's data.

oThe option to mail or save the document to the client/creditor CRM will be available if a "Type" and "Merged File" value has been inserted

·Import Doc:

oThis control allows the user to import a word document into Simplicity that can be edited and/or merged.

·Show Leads:

oThis check box allows the user to include all the leads in the list.

·Per Consultant:

oThis check box allows the user to filter the clients according to the selected consultant.

·Per Branch:

oThis check box allows the user to filter the clients according to the selected Branch.

·Filter:

oThis allows the user to filter the list of clients according to specific criteria.

oActive Clients: This displays a list of clients either locally active only or active at the PDA.

oInactive Clients: This displays a list of clients either locally inactive only or inactive at the PDA.

oTerminated Clients: This displays a list of clients either locally terminated only or terminated at the PDA.

oPaid Up: This displays a list of terminated clients for which the terminated reason is "all paid up".

oAll Clients: This displays a list of clients regardless of their status.

·Sub Filter:

oThis allows the user to filter the list of clients according to specific criteria based on the selected main filter.

oAll: This displays a list of all clients filtered by the selected main filter.

oChanges to Upload: This displays a list of clients, filtered by the selected main filter, for which the plans need to be uploaded after a change was made to the client record.

oUniversal Rule Set: This displays a list of clients, filtered by the selected main filter, for which the rule set is Universal Rule Set.

oDeactivated by PDA: This displays a list of clients, filtered by the selected main filter, for which the plans have been deactivated by the PDA.

oIncomplete: This displays a list of clients, filtered by the selected main filter, for which the record is currently on an incomplete status (certain criteria has not yet been fulfilled in order to successfully validate a Universal Rule Set proposal or save the client file and generate a plan).

oInvalid Reference: This displays a list of clients, filtered by the selected main filter, for which one or more creditor reference combinations did not pass the validation check at the PDA.

oNot Uploaded: This displays a list of clients, filtered by the selected main filter, for which the client record and plan have not been successfully uploaded.

oUpload Done: This displays a list of clients, filtered by the selected main filter, for which the upload has been successfully done.

oUpload Failed: This displays a list of clients, filtered by the selected main filter, for which the upload has failed.

oUpload Pending: This displays a list of clients, filtered by the selected main filter, for which the upload is currently being done.

oValidate Failed: This displays a list of clients, filtered by the selected main filter, for which the validation process returned invalid creditor reference combinations according to the validation check at the PDA.

oValidate Passed: This displays a list of clients, filtered by the selected main filter, for which the validation process returned valid creditor reference combinations according to the validation check at the PDA.

·Show Leads:

oThis check box allows the user to display all the leads.

·Per Consultant:

oThis check box allows the user to select the clients per consultant.

·Per Branch:

oThis check box allows the user to select the clients per Branch.

·Type:

oThis list allows the user to select the type for which the report must be created for e.g. "Client", "Creditor".

·Edit main Doc:

oThis button allows the user to edit the main document before sending or saving the document.

oThis button also allows the user to insert merge fields into the document.

·Merge Doc:

oThis button allows the user to merge the document inserting merge fields to create a customized word document.

·Import Doc:

oThis button allows the user to import a document into Simplicity that can be edited, changed, or merged.

·Show Leads:

oThis check box allows the user to include all the leads in the list.

·Per Consultant:

oThis check box allows the user to select the clients per consultant.

·Per Branch:

oThis check box allows the user to select the clients per Branch.