Export to Excel

Export to Excel extracts savings data - accounts, transactions or balances per the chosen scope - into a spreadsheet for offline analysis, reconciliation or upload to other systems. The wizard lets you select the dataset and filters before exporting.

Workflow

Open Savings > Reports > Print Reports > Export to Excel.
Choose the dataset to export and apply filters.
Set the date range and branch/product scope.
Generate the Excel file.
Download it for offline analysis or reconciliation.

Fields reference

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

Field	Type	Required	Description
Branch `branch_id`	Link → mfi.branch	—	Leave blank for all
Product `product_id`	Link → mfi.savings.product	—	Leave blank for all
Report Type `report_type`	Choice: Portfolio Summary, Transaction Register, Dormant Accounts, Interest Schedule, Account Listing	Yes	Report Type
From Date `date_from`	Date	—	From Date
To Date `date_to`	Date	—	To Date
Filename `filename`	Text	—	Filename

Actions & buttons

Buttons available on this screen and what they do:

Generate Excel

Notes & rules

Wizard on mfi.savings.excel.wizard producing a spreadsheet.
Exports accounts, transactions or balances per scope.
Used for offline analysis and external reconciliation.

Technical model: mfi.savings.excel.wizard · Record: Savings Excel Export

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