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Report on active tontines

This window allows you to generate a report on active tontines.

How do you generate a report on active tontines?

To generate a report on active tontines go to Savings / Tontine/Report on active tontines and a screen like one below appears.

• Date From: This is the report start and end date range that you want the report on active tontines to show.
• Report Currency: From the drop down list select the currency in which the report should appear, e.g., "UGX".
• Currency filter:
• Branch code: Select the Branch code of the branch you want to display the report on active tontines e.g. KA
• Product: Select the tontine savings product from the drop-down list, e.g., “General Tontine”. This product should have been defined under the System/Configurations/Tontine configuration
• Geographical areas: 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. In the example above we selected Nakasero A . These Geographical areas need to have been defined under Support Files/Geographical Areas
• Client Categories 1, 2 and 3. From the drop down menu, 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. In the example above we selected client category 1 Peri Urban
• Cost centre: 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 box select the gender that for which the report should be generated e.g., "Female"
• Group: Select from the drop down box how the report to be generated will be classified in the column title/heading, e.g, "Officer". The report generated will hence be grouped per officer
• Report Format: Select from the drop down menu the sequence of column titles in which the report will be displayed. This can be by Name, Product, Cycle, Frequency, Opening date, Amount, Officer, Commission charge. For now there is only one report format for report on active tontines.

Related Topics

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