Custom Reporting
A pre-built report library plus a drag-and-drop report builder — schedule automated email delivery to any recipient list on any frequency.
Custom Reporting puts the power to create, schedule, and share reports in the hands of every business user — without SQL queries or developer involvement. The pre-built library covers the most common reporting needs across every module. The report builder lets you create any custom report by selecting data sources, dimensions, measures, and filters — then save, share, and schedule it for automatic delivery.
Everything you need, nothing you don't
Pre-Built Report Library
A curated library of ready-to-run reports covering every platform module — transaction summaries, loan portfolio snapshots, agent performance, voucher utilisation, GL trial balances, and more.
Drag-and-Drop Report Builder
Select a data source, drag in dimension and measure fields, apply filters, choose a visualisation type, and save your report — without any technical knowledge.
Chart & Table Visualisations
Display report results as bar charts, line charts, pie charts, tables, or a combination — with the ability to switch between views without rebuilding the report.
Scheduled Delivery
Schedule any report to run automatically and be emailed as a PDF or Excel attachment to a defined recipient list — daily, weekly, monthly, or on a custom cron schedule.
Report Sharing
Share a saved report with any platform user — they receive a notification and can run it on demand from their report library without needing to rebuild it.
Parameter-Driven Reports
Build reports with user-selectable parameters — date range, branch, product — so the same report template serves multiple contexts without duplicating the configuration.
Cross-Module Reports
Build reports that join data from multiple modules in a single output — e.g. a report showing loan disbursements alongside the associated mobile money settlement confirmation.
Report Version History
Every change to a saved report configuration is versioned — so you can see what the report looked like historically and revert to a previous version if needed.
Built for your team
Create exactly the management report your meeting requires — without waiting for a developer to write a query or an analyst to pull a spreadsheet.
Schedule automated delivery of key performance reports to your inbox before your Monday morning meeting — always current, always formatted correctly.
Build and schedule the regulatory reports your organisation must submit on a recurring basis — with automatic delivery ensuring deadlines are never missed.
Often used together with
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