Dashboard / Reports

Reports & Exports

⚡ Quick Report Generator

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Monthly Payment Statement
Complete payment summary for all members including gross, deductions, and net payments per member.
PDF / XLSXLast: 05 Feb 2026
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Delivery Summary
Daily and monthly delivery volumes by member, collection point, session, grade, and fat content.
PDF / XLSX / CSVLast: 01 Feb 2026
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Loan Portfolio Report
Active loans, repayment status, overdue analysis, and default risk assessment for all borrowers.
PDF / XLSXLast: 31 Jan 2026
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Deductions Breakdown
Category-wise deduction analysis per member: loans, agrovets, fees, share capital, levies, welfare.
PDF / XLSXLast: 05 Feb 2026
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Member KYC Register
Complete member register with personal details, farm info, next of kin, shares, and status overview.
XLSX / CSVLast: 28 Jan 2026
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Agrovet Reconciliation
Invoice matching between agrovet partners and member deductions with variance analysis.
PDF / XLSXLast: 03 Feb 2026
Board
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Financial Summary
Executive summary for board meetings: revenue, expenses, loan book, membership growth, and KPIs.
PDFLast: 15 Jan 2026
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Statutory / Tax Report
SACCO Societies regulatory compliance report, tax obligations, and member withholding summary.
PDFLast: 31 Dec 2025
⚙️
Custom Report Builder
Build your own report by selecting data fields, filters, groupings, and output format.
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Recent Generated Reports
Download or share previously generated reports
📄
Monthly_Payment_Statement_Jan2026.pdf
Generated 05 Feb 2026, 10:30 AM by James Mwangi • 1,189 members
2.4 MB
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Delivery_Summary_Jan2026.xlsx
Generated 01 Feb 2026, 08:15 AM by James Mwangi • 243,680 litres
1.8 MB
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Loan_Portfolio_Report_Jan2026.pdf
Generated 31 Jan 2026, 04:00 PM by System • 186 active loans
1.1 MB
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Deductions_Breakdown_Jan2026.xlsx
Generated 05 Feb 2026, 10:35 AM by James Mwangi • 6 categories
890 KB
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Financial_Summary_Board_Q4_2025.pdf
Generated 15 Jan 2026, 02:00 PM by James Mwangi • Board presentation
3.2 MB
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Member_KYC_Register_Full.csv
Generated 28 Jan 2026, 11:00 AM by System • 1,247 members
620 KB
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Monthly Payment Statement
PDF • Auto-generated after each payment cycle • Emailed to Board
Monthly
Next: 05 Mar 2026
🥛
Weekly Delivery Summary
XLSX • Every Monday at 8:00 AM • Emailed to Manager
Weekly
Next: 17 Feb 2026
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Loan Default Alert
PDF • Every Friday at 5:00 PM • Emailed to Credit Committee
Weekly
Next: 14 Feb 2026
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Board Financial Summary
PDF • Quarterly • Emailed to Board of Directors
Quarterly
Next: 01 Apr 2026
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Statutory Tax Report
PDF • Annually • For regulatory compliance
Annually
Next: 31 Dec 2026