getting started

loans and savings

decision model

customers

payments

Pricing

disbursement

Reports

data security

Best Practices

General

Adjutor

Loan Channel

Configurable Services

USSD

Notes

Understanding Savings and Transactions Reports

Savings Reports

This report is curated from the savings data gotten from your users.

  1. 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.

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

See also

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