Running and exporting reports
Filters, exporting, printing and who can see which reports.
- Open the report from its module’s Reports menu.
- Set the filters — usually branch, date range, loan officer, product and currency.
- Click run. Large reports may take a few seconds.
- Use the export and print buttons above the report to save or share it.
Reports respect branch access: a user sees figures only for their permitted branches. Give head-office staff access to all branches for institution-wide totals.
Important
Run month-end reports after the last transactions of the month are posted and the provisioning run is done, then save the exports — reports always show the data as it is now, so re-running later can give different figures if back-dated transactions are posted.
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