Reports

Reports provides the analytical and printable outputs over the savings book - interactive pivot and graph analyses of the portfolio, dormancy, interest and fees, plus formatted PDF and Excel statements and summaries.

This section covers:

• Portfolio Summary — Portfolio Summary is an interactive analysis of the entire savings book - total balances, account counts and growth - sliceable by
• Dormancy Analysis — Dormancy Analysis quantifies inactive accounts across the book - how many, what balances and which products and branches are most
• Interest Analysis — Interest Analysis examines interest accrued and posted across savings and term-deposit products - total interest expense, average
• Fee Analysis — Fee Analysis breaks down savings fee income by type, product, branch and period - ledger, dormancy, withdrawal and penalty fees. I
• Branch Comparison — Branch Comparison benchmarks savings performance across branches - total balances, account counts, deposit growth and dormancy - s
• FD Maturity Profile — FD Maturity Profile projects when fixed deposits will mature and how much principal and interest will fall due, by period. It is a
• Account Type Distribution — Account Type Distribution shows how the savings book is spread across product types - ordinary, junior, group, target, term and si
• Transaction Analysis — Transaction Analysis examines savings transaction activity - volumes and values of deposits, withdrawals, transfers, interest and
• Print Reports — Print Reports holds the formatted, member- and audit-facing outputs - PDF portfolio and dormancy summaries, member account stateme