Symba Microbanking provides comprehensive reporting capabilities to help you manage and analyze your portfolio effectively. Reports are organized into categories based on the type of information they provide.

Prerequisites

Log in to Symba Microbanking with a user account that is authorized to generate reports.

Report categories

• Financial reports - Balance sheets, income statements, trial balances, and other financial reports
• Client reports - Client listings, demographics, and client-related analysis
• Loan reports - Loan portfolio analysis, arrears, disbursements, and repayments

Additional reports may be enabled or developed for your organization. Contact Symba Global Support for assistance with custom reporting requirements.

Running a report

• On the Home page, click on "Reports"
• Select the report category
• Click on the name of the report you want to run
• Fill in the required parameters:
  • Date ranges
  • Office selection
  • Other report-specific filters
• Choose output options:
  • "Run Report" - Display results in your browser
  • "Run and Download Report" - Download as a file

Related Topics

• Accounting