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Modified Savings Transactions Report

The Modified Savings Transactions Report is a tracking report that displays all savings transactions that have been modified in a given period using the Modify Transactions menu item. This report groups all modified transactions with the corresponding data entry person who modified the transaction.

How to view the Modified Savings Transactions Report

To view the report on modified savings transactions report you go to Savings -> Savings Report -> Modified Savings Transaction Report and a screen will be displayed as follows:

• From: ....... to ............:  Specify the Reporting period for the report to be generated, e.g., "01/01/2013" to "28/05/2013".
• Report currency: From the drop down list select the currency in which the report will appear, e.g., "UGX".
• Branch Code: Choose a specific branch code that you want to be reported on from the drop-down or tick the Check for all option to include all branches.
• Product: Choose a specific savings product that you want to be reported on from the drop-down or tick the Check for all option to include all products.
• Geographical Area: Choose a specific geographical area that you want to be reported on from the drop-down or tick the Check for all option to include all areas.
• Client category 1: Choose a client category 1 option that you want to be reported on from the drop-down or tick the Check for all option to include all clients in category 1.
• Client category 2: Choose a client category 2 option that you want to be reported on from the drop-down or tick the Check for all option to include all clients in category 2.
• Client category 3: Choose a client category 3 option that you want to be reported on from the drop-down or tick the Check for all option to include all clients in category 3.
• Cost centre: Choose a specific cost centre that you want to be reported on from the drop-down or tick the Check for all option to include all cost centres.
• Gender: Choose the gender from the drop-down or tick the check-box Check for all to include both sexes.
• User name: Enter the Username for whom the report should be produced. You can also select the Check for all option to include all users in the system.

Select any other required additional options or use the default selections. For additional information on these options you can refer to Savings Report Formats.

Click on the OK command button to view the report which will look similar to the following:

Click on the Close button to exit the menu.

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