Documentation

Client reports

Client reports provide information about your client base, demographics, and client-related activities.

Prerequisites

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

Available client reports

Common client reports include:

  • Client Listing: Comprehensive list of all clients with key details
  • Client Summary: Overview of client counts, status, and demographics
  • Client Birthdays: Clients with upcoming birthdays
  • Expected Payments by Client: Upcoming payment schedules by client
  • Client Trend: Client registration and status changes over time
  • Client Demographics: Analysis of client characteristics and categories

Additional client reports may be available based on your organization's configuration.

Running a client report

  • On the Home page, click on "Reports"
  • Click on "Client Reports"
  • Select the specific report you want to run
  • Configure report parameters:
    • Branch/Office: Select one or more offices
    • Date range: Period for the report
    • Status filters: Active, pending, closed, etc.
    • Demographic filters: Age range, gender, location, etc. (if applicable)
  • Click "Run Report" to view in browser or "Run and Download Report" to download

Using client reports

  • Client Listing: Generate comprehensive client lists for audits, marketing, or operational planning
  • Demographics: Analyze your client base to understand who you serve
  • Birthdays: Plan client appreciation activities
  • Trends: Monitor client acquisition and retention patterns

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