1Open Reports in the left menu. Reports are grouped by area — Loan, Savings, Share, Transactions, Account, Client and Statement.2Each section lists its reports. Here Loan Reports — Accrued Installments, Active Loan, Loan Aging, Disbursement, Portfolio Risk and more.3Click a report (e.g. Active Loan Report) to open it, then set the date range and filters and export to PDF or Excel.
Accessing reports in CAMS
Find and open the reports you need in CAMS.
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Summary
Find your way to any report in CAMS, so you can open it, filter it, and export the figures you need.
All member-facing reports sit under one Reports menu, grouped by type.
In the left menu, click Reports. The menu expands into report categories: Loan, Savings, Share, Transactions, Account, Client, and Statement.
Click the category you need. Each category opens a grid of report cards. For example, Loan holds the All Loan Report, Transaction Report, and Loan Arrears Report.
Click the report card you want to run.
Set the date range (or As of Date) and any branch or other filters the report offers, then generate it.
Use Export to download the report as PDF, Excel, or CSV. To print, export to PDF and print from your PDF viewer.
Common pitfalls & FAQ
A report comes back empty. Check the date range and branch filter first. Most blank reports are a range or branch with no activity in it.
I cannot find the trial balance or income statement. Those are accounting reports. They live under Accounting > Reports, not the Reports menu shown here.
Which category has what? Loan, Savings, and Share each cover that product. Transactions covers postings, Client covers member lists, and Statement covers account statements.
A member asked for their statement. You can also open a single member statement from their profile. The Statement category here is for running statements in bulk.
No print button on the report? Export to PDF, then print from your PDF viewer.
Also called: view reports, run a report, reports menu, report categories, export report, find reports.
