How to Generate Operational Reports

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 Operational Reports>Loans>Generate access various reports under Members, Deposits, Loans, Check-off advise, and SASRA.

Step 3: Generating Loan Listing, Loan  Report

1. Select the loan product (e.g., School Fees Loan).
2. Choose the date option.
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 (optional)
2. Generate the report.
3. Download and view it in Excel.

Step 6: Generating Transactions Reports

1. Navigate to Deposits or Loans on the menu.
2. Select the loans or savings transactions product.
3. Enter the date.
4. Click Submit.
5. Download and view the completed report in Excel.