To generate a Facility Summary Report , follow the steps below.
|Go to the Loans > Facility Summary screen
|Select one or more facilities and click Reports > Request Facility Summary on the Control Bar
RESULT: The Facility Summary Report pop-up window is displayed:
|Select a Report Format. Choose from CSV or PDF.
|The Report Language is English
|If you have selected CSV format, you can select a Report Encoding from the drop-down list. Choose from:
File Encoding determines what data can be stored in the file. For example, ASCII can only store the basic set of English characters whereas UTF-8 can store every Unicode character.
|If required, enter a Report Name up to 20 characters
|If required, enter a Report Description up to 100 characters
|The report will Show Data For Yesterday
RESULT: The report will be created and available to download in Notifications or in Report Centre > Download Reports.