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Introduction to savings reports

Version 1 · Updated 22 Jun 2026

Introduction to savings reports

1Open Reports → Savings in the left menu to see the savings reports.
2Pick the report you need — Saving Report (full activity & balances), Saving Beyond Policy Limits, or Saving Snapshot. Tap the ⓘ on a card to see what it shows.
3Click a report (e.g. Saving Report) to open it, then set the date range and branch and Export to PDF or Excel.
Introduction to savings reports

Find and run the savings reports in CAMS.

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Summary

Find the right savings report in CAMS Admin and know when to use each one.

CAMS gives you three savings reports, and picking the wrong one is a common mistake.

About 3 minutes · 4 steps.

Prerequisites

  • A CAMS Admin login with rights to open Reports.
  • The date or date range you want to report on.
  • The branch you want, if your SACCO runs more than one.

Step-by-step

  1. Sign in to CAMS Admin. If you are not sure how, see How to sign in and navigate CAMS Admin.
  2. In the left menu, click Reports, then Savings. The Saving Reports screen opens with three cards.

Figure 1: The Saving Reports screen showing the Saving Report, Saving Beyond Policy Limits Report and Saving Snapshot Report

  1. Choose the card that matches what you need. Use Saving Report for full activity and balances over a period. Use Saving Beyond Policy Limits Report to list accounts that go over the policy ceiling. Use Saving Snapshot Report for balances as at one date.
  2. Click the card, set the date or branch filter, then click Export to download the report.

Common pitfalls & FAQ

  • What is the difference between the Saving Report and the Snapshot? The Saving Report and the Beyond Policy Limits report cover activity over a date range. The Snapshot shows the balance position as at a single date.
  • Which report shows accounts that broke the rules? Use the Saving Beyond Policy Limits Report. It lists only accounts whose balance goes past the policy ceiling.
  • My report is empty. Check the date filter first. A range with no transactions, or a snapshot date before accounts opened, returns no rows.
  • The totals look too small. You may have a single branch selected. Change the branch filter to cover all branches, then run it again.
  • Can I open the report in Excel? Yes. Click Export and the file downloads so you can open it in your spreadsheet program.

Also called: savings reports, deposit reports, savings snapshot, savings balance report, member savings report.