Reporting
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Reports are grouped into three main categories—Standard, Purchased, and Custom—collectively called the Report Suite. There is also a separate category for Advanced Reports with specialized filters.
Most reports support CSV or Excel export, which is helpful for viewing results over 1,000 rows. To begin, simply select the relevant reporting suite.
The Home Page displays a table of reports that you can search to find the one that best fits your needs. Each report has a unique ID for easy reference.
The reporting table includes key columns that are helpful to understand, making it easier to navigate and get familiar with Mobiloan's standard report suite.
ID
Unique identifier for each standard report.
Name
Title or description of the report, often including purpose and grouping logic.
Category
Classification of the report based on its function (e.g., Age Analysis, Client).
Filter
Applied data filter criteria (e.g., time period, client status, loan status).
Grouping
The data dimensions used for grouping the report (e.g., Branch, Date, Loan).
Role Access
Specifies which user roles or entities (e.g., Branch, Company) can view report.
Last Updated
The last date the report definition or configuration was updated.
g
Icon to represent the sync status of the corresponding report to "Google Sheets"
"Each report is unique in the type of data it represents. Mobiloan provides users with a reporting filter dialog to tailor the report results based on specific criteria
Report History
Access a chronological list of all past report generations:
View, re-run, or export previous results.
Useful for auditing or trend analysis.
Report Queue
For large datasets:
Click the Queue Report (☁️) icon.
Continue working while the report is processed in the background.
A notification will alert you once the report is ready.
Completed reports appear in Report History.
Custom Edit (SQL Mode)
Advanced users can manually edit the SQL logic behind report filters:
Access this option through the filter modal.
Only proceed if you are confident working with SQL syntax.
Incorrect use may cause the report to fail.
Each report generates a results table that is both interactive and customizable:
🔍 Searchable Table: Use the global search bar for keyword-based filtering.
🧩 Filter by Column: Apply individual column filters for refined views.
🖱️ Clickable Cells: Cells are actionable and may link to detailed data or actions.
🔧 Configurable Layout: Table display can be customized in settings.
The Utility Bar enhances your reporting experience with several powerful tools:
📋 Report List
Quickly switch to a different report.
🔎 Filter Editor
Opens the report filter modal to refine report data.
🔄 Refresh
Updates the report with real-time results.
📊 Summary
Displays unique values, averages, and totals per column.
🖨️ PDF Export
Downloads the report in a printable PDF format.
📤 Data Export
Exports table data as CSV or Excel.
📩 SMS Tool
Enables sending SMS templates when data is client-specific.
Click the Settings icon (⚙️) to open the configuration popup. This allows users to:
Toggle column visibility
Reorder columns
Set default sorting
Save custom table views
These setting are directed towards configuring the results table. The screenshot below depicts the Settings Popup screen:
View Columns*
Here, you may modify which columns you wish to view in the results table
Freeze columns left up to*
Here, you can select which columns in the results table you wish to freeze; this simply means to keep the chosen columns visible while you're scrolling to other columns in the table.
On-cell click
Here, you may configure what happens when you click on a cell. Each result may have different options for different reports. This setting should be explored.
Print Orientation
Select between Portrait or Landscape printing orientation.
Print Scale
Set the print scale to adjust to your preference.
Clear viewed rows
All rows that have been viewed become highlighted in blue text. To rollback this action select this option.
Selecting the option will present the list of reports if the user wishes to view a different report.
Selecting the option will present the report filters modal discussed in the previous page screen if the user wishes to edit the filters.
Selecting the option will update the results of your report in real time.
The option presents the user with a summary of data defined by the total number of unique data per column, the average value per column and the sum of all values per column.
Selecting the option will convert the results table into a downloadable and printable pdf format .
Selecting the option will allow the user to export the table data in either CSV or EXCEL format.
The option will be apparent when the results oertain to individual clients and allows the user to send an based on the results.
