To generate a Facility Summary Report , follow the steps below.
|1||Go to the Loans > Facility Summary screen|
|2||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:
|3||Select a Report Format. Choose from CSV or PDF.|
|4||The Report Language is English|
|5||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.
|6||If required, enter a Report Name up to 20 characters|
|7||If required, enter a Report Description up to 100 characters|
|8||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.