📑Adhoc Reports

Adhoc Reports allow you to generate customized reports based on real-time data from different parts of your institution.

You can choose from several categories such as:

• Loans – view loan applications, disbursements, and repayments.

• Account Transactions – track movement across accounts.

• Clients – view details of registered members or borrowers.

• Savings Accounts – analyze account balances, dormancy, or performance.

Once you select a dataset, you can:

• Choose specific fields you want to appear in your report by checking or unchecking columns.

• Filter data by specific date ranges, such as the last 7 days or a custom period.

• Format or rearrange columns to display information the way you prefer.

• Export reports in PDF or Excel for further analysis or sharing.

This feature gives you complete flexibility to create reports tailored to your institution’s needs without waiting for preset formats.