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Table of Contents (Online Help)

Savings Report Formats

Loan Performer gives you the flexibility to determine the way the savings reports should be organized. You are given different report options from which you can select according to your preference at a particular time.

There are different options that you can choose from. These will include the following depending on what is being reported about.

Branch Code: This is the branch for which you want to generate a report. There is normally an option for "For all", this will give a report for all branches.
Product: This option gives you all the different Savings Products as set at Systems\Product. These will be displayed at the drop down. You can select the product to report on or choose "Check for all" this will give a report for all products.
Geographical Area: From the drop down box, you can select a particular area/location/region of which you would like to generate a report about. It may be a town, City as specified in your settings under Support Files\Geographical Areas. You can choose "Check for all" this will give a report on all geographical areas.
Client Category: From the drop down box, select a client based on the classification that you made at Client Categories. This may be Client Category 1, Client Category 2 and Client Category 3. You can choose "Check for all" this will give a report on all the categories.
Cost Centre: From the drop down box, select a cost centre for which you want to generate a report about. The different cost centres are set at Support Files\Cost Centers. You can choose the "Check for all" button and this will give you a report on all the categories.In the example above, the "For all" option is selected to have a report of all sectors.
Order by: Select from the drop down box how the report to be generated will be classified in the column title/heading. In the example above, we select Client Name.
Report Layout: Select from the drop down box the sequence in which the column titles in your report will appear, e.g., "Account No.", "Client code", "Client name", "Sex" e.t.c.

Report Formats

Loan Performer gives you the flexibility to view or generate the reports in different formats. You have to select from one of the following options as appears below.

View: If you want to look at the soft copy , then this option should be selected.
Print: If you want to look a hard copy (on paper) , then this option should be selected.
Report PDF File Format: Select this option if the report to be generated is to be displayed in Portable Document File Format.
Report XLS File Format: Select this option if the report to be generated is to be displayed in Excel File Format.
Report DBF File Format: Select this option if the report to be generated is to be displayed in Database File format.

Report in HTML File Format: Select this option if the report to be generated is to be displayed in Hypertext Markup Language Format.
Report in XML File Format: Select this option if the report to be generated is to displayed in Extensible Markup Language.
Create Graph: Select this option if the report to be generated is to be displayed on a chart.

Report format: From the drop down box, select a sequence of the titles in which you would like your data to appear, i.e., what should appear in the first column in the savings report up to the last item. In LPF, by default the account number comes in the first column. There are many options to select from:

Account No, Product, Name, Last Transaction, Balance,
Account No, Product, Name, Sex, Last Transaction, Balance,
Account No, Product, Name, Sex, Phone, Last Transaction, Balance,
Account No, Product, Name, Last Transaction, Balance, On Hold, No Withdrawals Allowed, Max. Negative Amt, To be Settled Before,
Account No, Reference Number, Product, Name, Last Transaction, Balance

Types of accounts

Loan Performer allows you to report on different client accounts as seen below

Individual Accounts: Select this option if the report to be generated is to include information about Individual Accounts only.
Joint Accounts only: Select this option if the report to be generated is to include information about Joint Accounts only.
Ind. & Joint Accts: Select this option if the report to be generated is to include information about all Individual and Joint Accounts.
Group Accounts only: Select this option if the report to be generated is to include information about Group Accounts only.
Business Accounts only: Select this option if the report to be generated is to include information about Business Accounts only.
All Accounts: Select this option if the report to be generated is to include information about all Clients.

Output pages

All Pages: Check this option if you want to print all pages.
Pages: You can select a specific range of pages that you want to print using this option, e.g., "page 1 - 4".

Click the Ok button if all the data entered is sufficient and a report will be generated according to your specifications.

Contact LPF live support for more information
This service requires an Internet connection.

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www.loanperformer.com

Table of Contents (Online Help)

Savings Report Formats

Contact LPF live support for more informationThis service requires an Internet connection.

Contact LPF live support for more information
This service requires an Internet connection.