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Customized Reports

Last Updated: Aug 15, 2018 02:48PM CEST

 

Overview

Why extended reports

How does it work

Managing extended reports

Managing default report parameters

 

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Overview

This section describes Mambu’s extended reporting capabilities leveraged by custom reports.

 

By default, Mambu offers a basic set of reports based on indicators which allow you to get an overview and keep track of most of the important indicators in your organization. Yet, for organizations with more advanced reporting needs, the integration of Jasper Reports into Mambu will allow them to generate various reports on any information the organization requires, specific to their market, association or investors, directly from their Mambu database.

 


 

 

Why extended reports

If you need reports with specific formats, graphics, tables and more flexibility in the information captured, you can easily have it by creating reporting templates with Jaspersoft Studio, and then upload the files to Mambu.

 

How does it work

Contextual reports put the reports in context to the client, account, or transactions, for example. 

Administrators can upload reports in the “Reports” tab in the Administration menu, and choose to associate those reports with a parent type, as mentioned below. Once associated, the reports are available to be run from the overview of the entities of that type as well. As an example a report added under Branch category can be run from the overview of a branch. See below parent objects types: 

● Clients
● Groups/Businesses
● Branches
● Centres
● Users
● Loan Accounts
● Deposit Accounts
● Loan Transactions
● Deposit Transactions
● Other (available in the menu under Reporting > Other).

This allows you to design and develop reports which can be used by everyone in the organization.
An administrator can create new reports and choose which roles have the rights to views them, display them in any order and quickly generate beautiful PDFs, Word Documents or Excel spreadsheet.

 

  Please note that when executing reports there is a limitation of 10,000 processed rows and working with bigger sets of data would require either more restrictive filters, or a pagination mechanism, in order for the data to be extracted in batches smaller than the limit. This limitation is necessary to avoid server memory issues. 

 

Managing extended reports

Import Reports

 

Once you have created the reports you need in Jaspersoft Studio, you can start importing them to Mambu and work with your data.

To import a new report template(.jrxml) to Mambu:


● Go to Administration > Reports
● Select the type of report you'd like and click on Add Report
● Enter the report's name
● Click on Choose File to select the report you want to upload
● Click Send
● Select the desired visibility range of the report as per the user roles. Users with selected roles will be able to generate the report
● Add a description (optional)
● Save changes

See our demo video here

The report's template will now be stored in Mambu and you can preview it and export to any of the formats available - PDF, DOCX, XLSX or XML.

 

Edit Reports

If you need to make changes in an imported report, you should do it directly in Jaspersoft Studio and then upload the report to Mambu again.

 

To upload the report with the changes:

 
● Go to Administration > Reports
● Click on Actions for the report you want to make the changes
● Click on Edit
● Click on Choose File to select the report you want to upload
● Click Send
● Save changes

You can see our demo video here

Delete reports

To keep your portfolio of reports in a fresh state with no leftovers of unusefull reporting option, at any point in time, you can delete a report.

 

To do so, just:

  • Go to Administration > Reports
  • Click on Actions for the report you want to delete
  • Click on Delete

You can see our demo video here

Managing default report parameters

 

Mambu offers support for a few predefined parameters. It they are used in the logic of the reports and the reports associated with supported types, then, at run time, their values will be automatically filled in.

The supported default parameters are:

  • BRANCH_ID (for Branch report category)
  • CLIENT_ID (for Client report category)
  • ACCOUNT_ID (for Loan Account report category)

As an example, let's assume a defined branch ID built into the logic of a report and the report associated with the Branch category.

When running the report from the context of a Branch (from the branch view), Mambu will populate the ID of the branch without further input required from the user. The remaining fields must be filled in. See below example:


 

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