Course
Reports & Data
Find and use the reports in CAMS: the reports area, loan reports, and savings reports.
01
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.
02
Introduction to loan reports
Pick the right loan report for the question in front of you: balances, arrears, disbursements or portfolio risk.
03
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.
04
Review the day's transactions before you close
Run the day's transaction reports for your branch, review what was reversed, and keep a copy of both.
05
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.
06
Where to find Accounting reports
Find, run and download your SACCO's financial statements from the Accounting Reports screen in CAMS.
07
Check which financial year is open before you post or report
Find out which financial years your organisation has defined, and get the exact dates your postings and reports should sit inside.
08
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.
09
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.
Certificates
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