Report Wizard

Report Wizard is the general-purpose launcher for savings reports, letting staff pick a report, set parameters such as date range, branch and product, and generate the output. It is the common entry point behind the formatted savings reports.

Workflow

Open Savings > Configuration > Tools > Report Wizard.
Choose the report to produce.
Set the date range, branch and product parameters.
Confirm the scope.
Generate the report.
Download or print the resulting document.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Report Type `report_type`	Choice: Portfolio Summary, Dormant Accounts, Interest Accrual	Yes	Report Type
Output `output_format`	Choice: PDF Report, View on Screen	Yes	Output
From Date `date_from`	Date	—	From Date
To Date `date_to`	Date	—	To Date
Branch `branch_id`	Link → mfi.branch	—	Branch
Product `product_id`	Link → mfi.savings.product	—	Product

Actions & buttons

Buttons available on this screen and what they do:

Generate Report

Notes & rules

Wizard on mfi.savings.report.wizard for parameterised reports.
Common launcher behind the formatted savings reports.
Scope by date, branch and product before generating.

Technical model: mfi.savings.report.wizard · Record: Savings Report Wizard

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