Customer Report

Woodcore provides you with a complete overview of customer data within your organization. You can filter the data according to the category you wish to access. For example, you might want to get information on customers who have loan accounts. You can generate customer reports for this category.

Generating a Customer report

The customer report page allows you to generate reports according to four categories of customers. Which include:

  • Active customers: This includes customers whose accounts have been in active use for a specific period of time.
  • Inactive customers: These are customers whose accounts have not been in active use for a specific period of time.
  • Customers with loan accounts: These are customers who own loan accounts within your organization.
  • Overdraft accounts: These are customers with accounts that allow withdrawing more than the actual balance on the account. Also known as an overdraft account.

Choose the category for which you want to receive reports.

Overview of Customer Reports

Overview of Customer Reports

In addition to the customer category, customer reports are also filtered by the office. Reports are also generated according to the office you wish to receive the reports from.

  • Select the office and file format.
Active customers report

Active customers report

Woodcore only supports .xlsx format.

Click on the “Run Report” button to generate the report. Next, you will receive a pop-up notification that your report is being generated.

Generating customer reports

Generating customer reports

Note that you are required to download your report within five minutes. A five-minute period is allowed before the report expires.