Reports

Reports & Analytics

Generate and manage financial reports and analytics

Reports Generated
148

This month

Scheduled Reports
12

Active schedules

Data Coverage
98.5%

Accounts covered

Report Types
15

Available templates

Quick Report Generator
Generate standard reports with custom date ranges
Financial Reports
3 available reports

Balance Sheet

Assets, liabilities, and equity

Last run: 2025-01-15

Income Statement

Revenue and expenses

Last run: 2025-01-14

Cash Flow

Cash inflows and outflows

Last run: 2025-01-13

Interest Reports
3 available reports

Interest Summary

Total interest by method

Last run: 2025-01-15

Interest by Account

Detailed interest breakdown

Last run: 2025-01-12

Rate Analysis

Interest rate trends

Last run: 2025-01-10

Party Reports
3 available reports

Member Summary

Active members overview

Last run: 2025-01-14

Party Balances

Account balances by party

Last run: 2025-01-13

Registration Trends

New party registrations

Last run: 2025-01-11

Recent Reports
Recently generated reports and their status
FinancialCompleted

Monthly Financial Summary

Generated by System

2025-01-152.4 MB
InterestCompleted

Interest Calculation Report

Generated by John Doe

2025-01-141.8 MB
PartyCompleted

Member Activity Report

Generated by Sarah Wilson

2025-01-133.2 MB