Period activity
Review completed collections, completed payment counts, loan applications, loan disbursements, and completed or cancelled meetings for a selected period.
Reporting for savings and community groups
Savings group reporting software for a clearer view of activity and position
Review collections, loan activity, meeting activity, contribution obligations, loan position, and member standing from the same platform used to manage the group's day-to-day records.
Free plan available. No card required to start.
Bring operational records into one consistent group report
PamojaHub reuses the group's existing contribution, payment, loan, member, and meeting records so reporting stays connected to the data already maintained in the platform.
Position today
See current contribution obligations, outstanding loan counts, overdue loan counts, and members in good standing alongside the selected-period activity.
Flexible date ranges
Switch between this month, the last 30 days, this year, or a validated custom range of up to 366 days.
CSV export
Export the same authorized report figures to a UTF-8 CSV file for spreadsheet review, with the selected period carried into the export.
Role-based report access
Group owners, admins, and treasurers can access group reports; ordinary members do not receive the same group-wide reporting view.
RLS-scoped data
Report reads use the ordinary user-scoped data path so existing row-level security remains the authority for which group records can be read.
Two reporting views
Separate what happened in a period from where the group stands today
Period activity follows the date range you choose. Current-position figures remain point-in-time so the report does not blur historical activity with today's outstanding obligations and portfolio state.
Activity in this period
Completed collections and payment count, loan applications, loans and amounts disbursed, completed meetings, and cancelled meetings are summarized for the selected date range.
Position today
Contribution obligations, active and overdue loan counts, and members in good standing are shown as current figures rather than being filtered by the historical date range.
Export the same authorized figures to CSV
The CSV export uses the same report range and report data as the page, so authorized users do not move into a separate reporting calculation just to download a spreadsheet-friendly file.
CSV export carries group, currency, report period, and generated-at metadata alongside the report metrics.
The export is UTF-8 and includes protections for spreadsheet formula injection in string cells.
If a collection result is truncated by the reporting row bound, the page and CSV surface a warning instead of presenting the partial figure as complete.
PDF and native Excel or XLSX export are not currently included, so the public page does not advertise them.
Keep group-wide reporting behind group roles and existing data access rules
Group reporting is available to owners, admins, and treasurers. The report layer uses the ordinary user-scoped client, leaving existing row-level security in place instead of bypassing it with service-role access.
Ordinary members do not receive the full group reporting page under the current reporting design.
A platform-level admin role alone does not create access to a group's report data without an appropriate group membership.
The reporting page does not create a cross-group or platform-wide financial aggregation view.
Report figures summarize records already available to the authorized caller; reporting does not modify stored financial records.
Savings group reporting FAQs
Common questions about reporting and CSV exports in PamojaHub.
What can a savings group review in PamojaHub reports?
PamojaHub reports combine selected-period activity such as completed collections, loan activity, and meeting activity with point-in-time figures such as contribution obligations, outstanding loans, overdue loan counts, and members in good standing.
Can I choose the reporting period?
Yes. The report supports this month, the last 30 days, this year, and a custom date range. Custom ranges are validated and capped at 366 days.
Can PamojaHub export group reports?
Yes. Authorized report users can export the same report data to CSV. PDF and native Excel or XLSX export are not currently part of this reporting feature.
Who can see group reports?
Group owners, admins, and treasurers can access the group reporting page. Ordinary members do not receive the group-wide report, and a platform-level admin role does not by itself grant access to a group's private report data.
Is this an accounting balance sheet or audited financial statement?
No. PamojaHub reports summarize activity and current group positions from records already stored in the platform. The selected-period activity section is not presented as an accounting balance, audited statement, or independent financial assurance report.
Keep reporting connected to the records your group already manages
Start with PamojaHub's Free plan and manage reporting alongside contributions, loans, members, meetings, and voting.