Group reports

Overview

Group reports give clear information about how each group is doing, helping admins make better decisions, ensure transparency, spot trends, and track performance over time. Below are the procedures to access the group report

Steps to Access Group Reports:

1. Go to the Menu: Navigate to the “Reports” section.
2. Select Loan Reports: Click on the “Loan” button to access the loan reports.
3. Choose a Report: Pick the desired group loan report, such as:
   • Active Loan Report
   • Loan Aging Report
   • Paid-off Loans Report
   • PAR Report
   • Deferred Interest Report
   • Accrued Interest Report
4. Set Date Range: Filter the report by the specific date range you want to view.
5. Select Group: Choose the group you want to get the report for.
6. Download the Report: Download the report in your preferred format (PDF, CSV, or Excel).