Reports and exports
The Reports group of the side menu brings together four screens: Reports, Analytics, Government Reports and GIS Map (see Map). Each list in the GIS also has its own export button.
The Reports module
Side menu: Reports → Reports (permission to view reports).
Shared filters
At the top of the page, three lists apply to every tab: Institution, Project (the PCH project is preselected) and Program. They only offer what is within your scope.
Tabs
| Tab | Content |
|---|---|
| Dashboard | Totals for the period: households, eligible households, payments made, complaints; households by status (validated, pending, rejected), payments by status (successful, failed), total amount, complaints overview |
| Insights | Reading of the targeting chain and points of attention: signals, "from registry to payment" (registry, assessed, eligible, enrolled, paid at least once, eligible but not enrolled by region), PMT threshold (households below the threshold, median score, range), target groups, registry freshness (due for recertification, median age), transfer regularity (all received, partial, never paid), transfer execution (planned, executed, failed, remaining), complaints (median resolution time, share resolved on time) |
| Households | Breakdown by sex of the head, poverty category, setting (urban, rural), distribution by region (total, validated, eligible), PMT score distribution, population demographics |
| Payments | Payments for the period, beneficiaries or caregivers: count, amounts, successful payments, success rate, share of women beneficiaries, arrears |
| Complaints | Total, breakdown by status, priority and category, monthly trend, performance indicators |
| DLI Indicators | Summary of a program's disbursement-linked indicators (see DLI indicators) |
The Households, Payments and Complaints tabs have an Export PDF button that downloads the tab's report; Refresh reloads all the data on the page.
Archived projects (PRSSB) are excluded from the Insights signals but remain selectable in the filters.
Advanced tabs
With the advanced reports permission, five tabs are added: Analysis, Custom Reports, Scheduled, Compare and Pivot Tables.
Analytics
Side menu: Reports → Analytics.
A customisable dashboard: Add widget picks a chart from the catalogue; in Edit mode, widgets are moved by drag and drop and resized by their edges; the save button keeps the layout for you; Reset returns to the default layout. Time series are grouped by day, week or month.
Government Reports
Side menu: Reports → Government Reports (government reports permission).
- Choose the report type.
- Fill in the requested period (year, quarter or dates) and, if needed, the Region.
- Click Generate Report. The report is displayed (summary, key indicators, breakdown by region, key points) and can be exported to PDF or Excel.
| Type | Parameters |
|---|---|
| Quarterly Report | Year, quarter, region |
| Annual Report | Year, region |
| Summary sheet | Region (one-page summary) |
| Progress report | Start and end dates, region |
| Households export | Excel export of household data |
Export a list
GIS lists (households, beneficiaries, payments, transfers, complaints, geographic reference data…) have an Export button:
- Apply the filters you need.
- Click Export and choose CSV, Excel or PDF.
For beneficiaries and the geographic reference data, the export covers the whole filtered set, across all pages. On other lists, check the number of exported rows against the total shown.
Exports contain household data. They are only possible within your scope; keep the files somewhere safe and delete them after use.