Reports

Find a report, set its period and branch, download it, and know who may run it.

Workflow

  1. 1

    Find the report

    Open Reports and the Reports tab. Reports are grouped by who they are for, such as TCDC returns, BoT returns, Consumer protection, Board and members, Registers and the financial statements.

  2. 2

    Set the period and branch

    Choose the month or As of date and the branch, then Apply. Only owners and admins may choose another branch or All branches, and only they run organization-wide returns such as the TCDC forms.

  3. 3

    Download

    Choose Download PDF or Download Excel. Each file carries the organization, licence, period and time it was made.

  4. 4

    Mark a return submitted

    On the Calendar tab an owner or admin chooses Mark submitted and records Submitted on, the Reference, Notes and the regulator's acknowledgement file.

  5. 5

    Who can read reports

    Owners, admins, branch managers, loan officers, cashiers and viewers can read reports for their branch. In the staff app, More → Reports & compliance has the Compliance calendar and Catalogue, with Generate report as PDF, Excel or CSV.

See it in Adili

Follow the screen, step by step

The examples use safe training data. Names and amounts in your account will be different.

Find the report

1 Find the report

What to do

  1. 1. Open Reports and the Reports tab. Reports are grouped by who they are for, such as TCDC returns, BoT returns, Consumer protection, Board and members, Registers and the financial statements.

You should see

The period matches the return.