How to Generate Operational Reports

Created by Kellen Imanene, Modified on Wed, 24 Jan 2024 at 04:52 PM by Kellen Imanene

This step-by-step guide will walk you through generating new operational reports in our app. Whether you're a new user or need a quick refresher, this guide is here to help.

Step 1: Check User Permissions

Before you start, make sure the user has the necessary permissions to view and create reports:

  1. Go to Settings.

  2. Select Rules and Permissions and then Edit.

  3. Scroll down to Other Permissions.

  4. Confirm if the options Create Operational Reports and View Operational Reports are available.

Step 2: Accessing Reports

Navigate to the reports section to access various reports like loan listing, deposit listing, check of advice, and member listing.

Step 3: Generating Loan Listing Report

This report tracks member loan balances, giving a clear view of the Sacco's loan distribution and financial health.

To generate a loan listing report:

  1. Select the loan product (e.g., School Fees Loan).
  2. Choose the date up to which you want the report generated. (optional)
  3. Click Generate.
  4. The status will change from Pending to Complete.
  5. Download and view the report in Excel.

Step 4: Generating Deposit Listing Report

This provides a summary of each member's savings, offering insight into the Sacco's savings activity.

For a deposit listing report:

  1. Select the savings product (e.g., Kitty Savings Club). (optional)
  2. Choose the relevant date.
  3. Click Generate.
  4. Download and view the completed report in Excel.

Step 5: Generating Member Listing Report

This report lists key member details like names, phone numbers, and status. It's useful for Saccos to monitor member engagement, analyze member status, and maintain easy access to contact information.

To view details about members:

  1. Filter by member status (e.g., Blacklisted Members). (optional)
  2. Generate the report.
  3. Download and view it in Excel.

Step 6: Generating Check of Advice

Specifically for employer-based Saccos, this outlines the amount to be deducted from each member's paycheck for savings and loan repayments, aiding in efficient management of monthly deductions and financial operations.

This report is essential for employer-based circles:

  1. Select the desired dates.
  2. Click Generate.
  3. Once completed, download and view the report in Excel.

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