Mobiloan User Guide
FAQWhat's NewHome Page
  • Mobiloan User Guide
  • GETTING STARTED
    • Introduction
    • Installation & Login
    • Home Screen Navigation
    • Help and Support
  • SETUP & CONFIG
    • Setup Menu
      • Allps Setup
      • Billing Module
      • Branch Setup
      • Category Setup
      • Commission Setup
      • Company Setup
      • Document Setup
      • Insurance Setup
      • Loan Product Setup
      • Loan Purpose Setup
      • Payout Method Setup
      • Repayment Method Setup
      • Role Setup
      • Sudonum Setup
      • Transaction Setup
    • App Configuration
  • MAIN MENU
    • Origination Menu
      • New Loan
      • Payout Process
      • Active Loans
      • My Evaluations
      • Search Active
      • Quotation
    • Collection Menu
      • All Active Tickets
      • My Assigned Tickets
      • Search Single
      • Search Multiple
    • Transaction Menu
      • Client Ledger
        • Loan Ledger
        • Allps Promissory
      • Purchase Sale
      • Reconcile Transactions
      • Search Transactions
    • Reporting
      • Tools & Features
        • Basic Features
        • Google Sheets Integration
        • Year Agnostic Date Filters
        • Report Based SMS's
      • Custom Reports
        • Create New Using Designer
        • Custom SQL on blank template
        • Create a Standard Copy
        • Official Table Schema
      • Advanced Reporting
        • Insurance Report
        • Standard SMR
        • Profit and Loss Report
    • Tools Menu
      • Commission
      • Bulk Hold
      • Messaging
      • Data Export
      • Payroll Remittance
      • Voice Calling
      • Audit Log
      • Fileshare
      • Asset Register
    • Maintenance Menu
      • Client
      • Loan
      • Agent
      • Area
      • Device
      • Employer
      • Supplier
      • User
  • ONLINE LENDING
    • Introduction
    • Configuration Steps
      • Step 1 - Enable branches for online lending
      • Step 2 - Add a new `WebApp`
      • Step 3 - Complete the Workflow
        • General Configuration
        • Category and Branch Configuration
        • Online Payroll Configuration
        • 🎨Web app Customization
  • ✨AUTOMATION
    • Background Schedulers
    • Email Verification
  • Digital Bank Statements
  • INTEGRATION PARTNERS
    • Amplifin
    • Insurance Providers
    • Experian
    • Xpert Decision Systems
    • Finch Technologies
    • Sudonum
    • SACRRA
    • NCR
  • Network Security and Infrastruture
    • Policies and Implementation
  • Disclaimer
Powered by GitBook
On this page

Was this helpful?

  1. MAIN MENU
  2. Reporting

Custom Reports

PreviousReport Based SMS'sNextCreate New Using Designer

Last updated 16 days ago

Was this helpful?

Welcome to the Custom Reporting Module Here, you can access and manage your custom reports, as illustrated below.

By selecting the option, you will be presented with the custom report build type, as seen in the screenshot below


By selecting the icon with your name and the dropdown arrow - i.e. - , you will see a list of other operators whose custom-built reports you can view.

Screen Layout
Select the icon with your name on it to view a list of other users.
Select another user from the dropdown to view their reports