The savings and transaction reports on the Lendsqr admin console provides a detailed overview of customers’ savings activity and financial transactions within the platform. These reports are designed to give lenders and platform administrators real-time visibility into how funds are saved, moved, or utilized by users. With organized data and filters available at your fingertips, it simplifies financial monitoring and helps teams make data-driven decisions.
These reports are incredibly useful for tracking user behavior, verifying fund movements, and reconciling account balances. For instance, if a customer reports a missing transaction or disputes a repayment, the admin can easily pull up their transaction history to verify when savings contributions or debits occurred. This not only supports accurate financial recordkeeping but also enhances trust and transparency between lenders and borrowers.
For instance, imagine a borrower complains that their loan repayment was deducted twice. With access to the transaction reports, a support agent can quickly filter the user’s ID and view all wallet or savings transactions for the day in question. If a duplicate debit did occur, it can be flagged and resolved; if not, the report provides concrete evidence to clarify the situation. This level of insight helps streamline operations and ensures customer complaints are handled with clarity and accuracy.
Savings Report
This report is curated from the savings data gotten from your users.
- Savings and Investment Plans: this report has all the savings plans created by your users. It has the savings plan details, the user’s details, the plan status etc.
Transactions Reports
These reports have been curated from the transaction data that occurs on your platform.
- Transactions: this report has all the transactions carried out by users on the app. It includes the user’s details, transaction details, channel, transaction status, transaction date etc.
- Bank Transfers: this report has all the transactions done by the users through bank transfer. It has the user details, transactions detail, transaction narration, status etc.
- Daily Settlement: this report has the details of the transactions that needs to be settled to a lender. It has the user details, settlement fee, description etc.
- Prepayment Service Transactions: this report has all the transactions that occur on your prepayment service account, both inflow and outflow. It has the charge details, status, date etc.
- Nuntius Transactions: this report has all the transactions that occur on your Nuntius account, both inflow and outflow. It has the transaction details, narration, account balance etc.
Learn how to download reports here
Also read: How we use Metabase to power our internal reporting