Reports and the dashboard
SACCO Reports adds the dashboard that opens the SACCO app, printed statements and loan reports, and a report list for members, savings and loans that you can group, chart and send to Excel.
Where each report is
| You want | Open | Guide |
|---|---|---|
| Today’s position and what needs attention | The dashboard | |
| One member’s shares, savings and loans on paper | Member statements | |
| One savings account on paper | The Statement button of the account | Balances and statements |
| One loan’s schedule on paper | Print Schedule on the loan | Schedules and loan statements |
| The loan book, arrears, disbursements, collections | Loan reports | |
| Totals by branch, product, month; Excel | , any list, then the pivot view | Lists, pivots and Excel |
| The journal entries behind the figures | What posts to the ledger |
- The dashboard — Alerts, the key figures, income and activity, by period and branch.
- Member statements — Print a member’s shares, savings and loans for a period.
- Loan reports — Portfolio, ageing, arrears, disbursement and collection reports.
- Lists, pivots and Excel — Group, total, chart and download any SACCO list.
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