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17 docs tagged with "reporting"

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Branches and Centres

A *branch* in Mambu is the default label for an organization's subdivision. Often branches represent:

Configuring Classes

Classes are the different classes of profit sharing within the same investment pool. For example, within a real estate investment pool you may have...

Custom reports starting kit

Follow the examples below to get familiar with reports created over Mambu. Observe their requirements and results. Take a step further by importing...

Dashboard

The dashboard is the landing page you see when you log in to the Mambu UI.

Data Adapter

For Jasper reports to be compatible with Mambu, they must be built considering the structure of Mambu DB.

Indicators

The **Indicators** widget allows you to select which indicators you want to display on your dashboard.

Jasper Reporting Overview

Jasper reports allow you to create custom reports that contain data from different Mambu database tables.

Mambu Extract

Mambu Extract is a near real-time data replication solution between Mambu and the customer that is designed with high throughput and reliability....

Management Reports

Mambu provides various management reports via the Mambu UI under the **Reporting** menu item.

Paginated Report

Extract loan transactions along with their type where the number of results are expected to exceed 10.000 rows (Mambu batch limit).

Reports Overview

Mambu offers a variety of ways to generate reports. This section focuses on management reports, but there are additional ways to access structured or...

Risk Report

The risk report is the management report related to risk management. For more information on the rest of the management reports, see [Management...

Transaction Channels

A *transaction* is any operation implying changes in the balance of an account. Some transactions are posted through transaction channels. A...

Transactions per Account

From an account view create an excel extract which will include all the transactions of a specific type. A single transaction type (eg....