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Compulsory Savings

The Compulsory Savings report generates and displays a list of accounts with their corresponding opening and closing balances in a given period. The balances listed for each account also show the period balances, which are the differences between the total deposits and the total savings in that specific period.

How to view the Compulsory Savings report:

To access the Compulsory Savings report go to Savings/Savings Report/Compulsory Savings report and a screen like one below will be displayed:

Note that the savings balances can be generated for a range of dates basing on a Daily, Weekly, Bi-weekly or Monthly interval for each of the available Savings Products.

• From:  In the drop down box, select the appropriate date when the Compulsory Savings report will start, e.g., "01/01/2010" and in the to drop down box select the date when the Compulsory Savings report will end e.g., "06/07/2020".
• Report date from:  In the drop down box, select the date when the report should start e.g. "01/01/2010" and in to drop down box select the date when the report should end e.g., "10/06/2014".

• Report Currency: From the drop down list select the currency in which the report should appear, e.g., "UGX".

Note that Loan Performer offers the flexibility of displaying the report in different currencies.

• Branch Code:  From the drop down box, select the branch for which the repayments of dues report should be generated or tick the For all option to generate the report for all branches.
• Product: From the drop down box, select a loan product that you want to generate a report about. You may tick the Check for all option to have a report on all loan products that are available in the system.
• Geographical area: From the drop down box, select a particular geographical area that you want to generate a report for. You may tick the Check for all option to have a report on all geographical areas.
• Client Category 1: From the drop down box, select a client based on the classification that you made at Menu Support Files Client Category 1 / Client Category 2 and Client Category 3. You may tick the Check for all option to have a report on all options under each client category.
• Cost Center: From the drop down box, select a cost center for which you want to generate a report about. You may tick the Check for all option to have a report on all business sectors that are available in the system.
• Gender: From the drop down menu select the gender that the system will generate Compulsory Savings report based on the sex.

Click on the OK command button and a report like one below will appear:

Related Topics

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