Reports

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.

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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.

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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.

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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.

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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.

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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.

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