Print Reports

Print Reports holds the formatted, member- and audit-facing outputs - PDF portfolio and dormancy summaries, member account statements, dormancy aging, and an Excel export of savings data.

This section covers:

• Portfolio Summary (PDF) — Portfolio Summary (PDF) produces a formatted, printable snapshot of the savings portfolio - balances, account counts and compositi
• Dormant Accounts (PDF) — Dormant Accounts (PDF) generates a formatted listing of dormant savings accounts - holder, balance, dormancy date and last activit
• Account Statement (PDF) — Account Statement (PDF) produces a member-facing statement for a single savings account over a chosen period - opening balance, ev
• Export to Excel — Export to Excel extracts savings data - accounts, transactions or balances per the chosen scope - into a spreadsheet for offline a
• Dormancy Aging (PDF) — Dormancy Aging (PDF) produces an aged analysis of dormant accounts - bucketed by how long they have been inactive (e.g. 6-12 month