Reporting

Introducing the New and Revamped Reporting Feature on Sprout

Loans | Investment |Contributions

We revamped the Reports module to provide a fresh and intuitive user experience. Now, you can easily navigate through the Loan, Investment and Target Contribution report sub-modules with ease. PS: you will only see the reports based on your permissions. So if you think you need access to download one or more of these reports, you can make a request to the tech team.

To help you make the most of these new features, we have created a comprehensive walkthrough video of the Reporting module.

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Click here to watch

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Revamped Loan Report:

The loan Report module now has a new look, with the ability to download reports within 7, 30, 60, and 90 days from a custom drop-down list or you can customize your report date range.

The Loan Type, Loan Product, and Loan Statuses can be customized to suit your report from a newly revamped dropdown list.

Another exciting update is that you can now select the exact columns you will love to see in your report and save the customized settings for easy download subsequently.

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Introducing Investment Report:

The Investment/Finance teams can now download Investment report on Sprout.

Similar to the Loan reports, you can customize your Investment report date range and select specific Investment Types, Interest Payment Types, and Investment Statuses to tailor your analysis.

You can also select the exact columns you would love to see in your report and save your customized settings for easy download subsequently.

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Introducing Target Contribution Report:

The Investment/Finance teams can also now download Target Contribution report on Sprout.

This also offers enhanced customization options, allowing you to download reports within customizable date ranges and select specific contribution Types and contribution Statuses.

Customize your report layout by selecting the exact columns you want to include and save your preferences for future use.

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