Find all the questions concerning how to create custom Reports and export data with the Advanced Search functionality in ING Multi Mandate
- Movement book report:
this report provides you with all the transactions recorded on 1 or several accounts, over a defined period. You can join a copy of any attachment you added to your transactions and you can also add notes and categories.
In PDF format.
- Movement book - short version:
Just like the regular movement book, this report shows all transactions recorded on one or more accounts in a specific period. However, there are less details so that there are more transactions per page. The “Movement book - short version” report is always in PDF format.
- Annual report - accounts under administration:
This report gives you with an overview of the information to provide to the Court for an "Under administration" dossier. It's pre-filled with information extracted from ING Multi Mandate. You can also add graphs or edit the document in Word to add information and/or customize the lay-out.
In Word format.
- Annual report - debt mediation:
This report gives you with an overview of the information to provide to the Court for a "Debt mediation" dossier. It's pre-filled with information extracted from ING Multi Mandate (consolidated for all accounts of the dossier). You can also add graphs or edit the document in Word to add information and/or customize the lay-out.
In Word format.
- Budget overview by category:
This report provides you with the total and average expenses & incomes per category and sub-category, as well as a detailed list of transactions per category, for 1 or several accounts, over a defined period.
You can also add graphs and display corresponding attachments.
In Word or PDF format.
- Budget evolution by category:
This report provides you with the evolution of the total and average expenses & incomes per category and sub-category, for 1 or several accounts, over a defined period. Totals and averages can be displayed per month, quarter, semester or year, depending on the data range selected. You can also add graphs.
In Word or PDF format.
To create a report :
- select Reports in the Menu
- click on the New report big blue button on the right
- select a template
- select a language
- select the dossier /accounts
- select the period
- click on the Generate button.
- after processing time, your report will be ready for download
To customize a report, you can :
- show account balance
- insert notes
- include categories
- include documents in attachment
- generate one individual file per account (if several accounts selected)
- include graph(s)
There is no official template for this kind of reports to the Court, so we created a generic report based on information usually reported on.
The report is pre-filled with information from ING Multi Mandate but still requires your manual input for the missing parts: the more information you enter in the dossier details, the more details will be pre-filled in the report.
You have 2 ways:
- Select "Reports" in the menu and follow the flow
- Select "Dossiers" in the menu: then select the dossier you need a report on. Under the "Reports" tab, you can select all the reports related to that dossier.
A report can be downloaded multiple times.
Unfortunately, it’s not possible.
You can only select the accounts you have permission for.
The accounts may be hidden according to the "Account visibility" setup.
Use the "Advanced search" to find the transaction you are looking for when you are in the selected dossier.
You can’t filter on the user who generated the report. However, you can filter on the type of report, the report name or the date the report is issued.
Some reports might take a few minutes to generate (depending on the complexity and/or added features like attachments or notes).
You can only download the report when "Processing" is over.
