Reports
Reports gathers the compliance registers and analytical wizards for membership, covering KYC, PPI, credit-score, group-performance and blacklist outputs, plus member analytics dashboards.
This section covers:
- KYC Compliance Register — A wizard that generates a KYC compliance register showing each member's documentation and verification status across a chosen bran
- PPI Trend Analytics — A wizard producing trend analysis of Progress out of Poverty Index scores over time and across segments. It lets the institution d
- Credit Score Distribution — A wizard that charts how members are distributed across credit-score bands. Risk and credit teams use it to understand portfolio q
- Group Performance — A wizard reporting on group health, covering attendance, contributions, membership and arrears across solidarity groups. It helps
- Blacklist Register — A wizard that produces the formal blacklist register report for a chosen scope and period. It documents barred members with reason
- KYC Affirmation Register — Lists members and their KYC affirmation and consent status, the record that each member has affirmed their information and consent
- Analytics — Analytics provides pivot and graph views of membership across branch, category, growth and demographics to support planning and bo
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