Academy

Reports

Find and run the report you need — loans, savings, a member's statement, a SASRA return — and check that member balances match the ledger.

Find loans still holding blocked guarantor or collateral funds

Find loans that are closed, rescheduled or topped up but still hold blocked guarantor or collateral funds, so you can release that money back to the members it belongs to. About 2

3 min · 6 steps

Run and save a SASRA return for the period

Generate SASRA Form 2A Capital Adequacy for one reporting period and save it. Every SASRA form follows this pattern.

7 steps

Check that member balances match the ledger

Check that the member-side balances in CAMS agree with the ledger figures in your books before you close a period. About 3–4 minutes · 7 steps.

7 steps

Print a statement for a member who asks

Produce a dated statement for a member standing at your counter, and print or download it there and then. About 3–4 minutes · 7 steps.

3 min · 6 steps

Demo

Accessing reports in CAMS

Find any report in CAMS, run it with the right filters, and download the figures. Every report follows the same road; learn it once here.

2 min · 4 steps

Demo

Introduction to savings reports

Pick the right savings report: the day-to-day extract, the position at one date, or the accounts outside policy limits.

3 min · 5 steps

Demo

Introduction to loan reports

Pick the right loan report for the question in front of you: balances, arrears, disbursements or portfolio risk.