Reports

Reports brings together the institution's analytical and regulatory outputs -- branch analysis, officer performance, scheduled and on-demand report runs, templates and audit logs.

This section covers:

• Branch Analysis — Branch Analysis is the cross-branch performance report, presenting balances, growth, arrears and activity as pivots and graphs so
• Officer Performance (Cross-App) — Officer Performance (Cross-App) is a wizard that compiles a consolidated scorecard for each officer by pulling activity across sav
• Scheduled Reports — Scheduled Reports defines recurring report deliveries -- which report, to whom, in what format and on what cadence -- so managemen
• Reports & Regulatory — Reports & Regulatory holds the formal reporting engine -- the record of generated report runs and the templates that define statut
• Audit Logs — Audit Logs is the immutable trail of who changed what across the suite -- record creations, edits, deletions, approvals and sensit