Overview

The Performance by Bank Report provides a summary of loans, scheduled payment performance, and actual receipts, categorized by bank. This report generates under "Processing Status."

Video tutorial

• Learn More : For a visual guide on using this report, Watch the Video Link - https://youtu.be/5fp0vWtSoZU

To access this report, go to Reporting > Performance > Performance by Bank Report.

Security

The security option for this report is located under Role Setup > Reporting > Bank Performance Report in the Report Section.

Filters/Selections

This report offers various selection options to refine your information, allowing you to drill down by bank, branch level, and date. The following selections are available:

General

• Bank: Generate the report for performance data associated with a specific bank.

• Branch: Generate the report for performance data linked to a specific branch.

• Region: Generate the report for performance data within a specific region.

• File Format: Choose to generate the report in XLSX or XLS format.

Date Range

• Date Start: (Required) Enter the start date for the report in DD/MM/YYYY format.

• Date End: (Required) Enter the end date for the report in DD/MM/YYYY format.

Buttons

• Finish: Select this button to generate the report.

• Cancel: Select this button to cancel the report request.