Deposit Report
Deposit report provides you with a complete overview of customer data on the deposit products. The deposit product includes both savings and fixed deposit products.
Therefore, all account information across different products can be accessed under this report.
Generating a Deposit Report
The deposit report page allows you to generate reports according to three categories of customers. Which include:
- Customer Balance: This includes the total amount present in a financial repository, such as a savings or deposit account, at any given moment.
- Fixed Deposit: This report contains information across all fixed deposit products within your organization.
- New CASA: This report contains the Current Accounts Saving Account (CASA) combining the features of savings and current accounts.
Choose the category for which you want to receive reports.
Overview of deposit report
Deposit reports are also filtered by other information such as the office you wish to receive them from.
Generating Customer Balances report
Woodcore only supports .xlsx
Click on the “Run Report” button to generate the report. You will receive a pop-up notification that your report is being generated.
Note that you are required to download your report within five minutes. As the report expires after five minutes.
Updated over 1 year ago