📑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.
Last updated