This section provides downloadable reports across multiple categories, including Business Overview, Sales, Purchases & Expenses, Receivables, Payables, Payments, Accountant, Assets, and Activity.
To view and generate a report:
- Navigate to Reports in the sidebar.
- Click View Reports for the specific report you wish to export.
- Once the report opens, click the Filter Report button in the top-right corner.
- Enter the desired parameters for the report
- Select Preferred Branch(es)
- Select Preferred Loan Type(s)
- Choose Desired result size (in rows)
Click “Generate Report” to apply the filters and load the report.
Click “Export” to download the report in XLS format (Microsoft Excel).