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
Was this page helpful?