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Generating reports

This tutorial explains where to find Bemba's reports and how to export data.

Where the reports are​

NeedScreen
Dashboards and statisticsReports → Reports
In-depth analysisReports → Analytics
Standard official reportsReports → Government Reports
DLI indicators and IFR reportsReports → Reports, DLI Indicators tab
Lists to exportThe list screen concerned: Households, Beneficiaries, Payments
Summary of a transferTransfer record
Printed mapReports → GIS Map

Report 1: The Reports screen​

Menu: Reports → Reports

The screen groups the Dashboard, Insights, Households, Payments, Complaints and DLI Indicators tabs. The project filter at the top applies to every tab.

Depending on your role, advanced tabs are added: Analysis, Custom Reports, Scheduled, Compare and Pivot Tables.

Report 2: Export a list​

Households​

  1. Open Social Registry → Households.
  2. Apply search and filters: project, region, sector, tabanca, status, category, area type.
  3. Click Export.

The Excel file contains all households matching the filters, not only the displayed page.

Beneficiaries and payments​

From Cash Transfers → Beneficiaries or Cash Transfers → Payments, the export button offers three formats: CSV, Excel and PDF. Filters applied to the list apply to the export.

Report 3: Summary of a transfer​

  1. Open Cash Transfers → Transfers, then the transfer concerned.
  2. In the Quick actions:
    • Advanced export: list of payments filtered by area and status, with the chosen fields. The Export ST file is for the payment agency; the Excel export is for internal use.
    • Justification report: summary of the transfers made.
    • Transfer letter: official transfer document, per operator.

Report 4: DLI indicators and IFR reports​

DLI indicators​

  1. Open Reports → Reports, DLI Indicators tab.
  2. Choose the programme and the year.
  3. Read the summary: indicators achieved, partial or not achieved, average rate and disbursement summary.
  4. Click View full details for the programme's DLI dashboard.

IFR reports​

  1. From the DLI dashboard, click IFR Reports.
  2. Click Generate and choose the period.
  3. Take the report through its workflow: Verify, Approve, then Submit.
  4. Click Export for World Bank for the file in World Bank format.

Report 5: Government reports​

  1. Open Reports → Government Reports.
  2. Select a template.
  3. Choose the period: year, quarter and, optionally, a region.
  4. Generate the report, then export it as PDF.

The report presents a summary: households, eligible households, active beneficiaries, successful payments, amount disbursed, programmes and breakdown by region.

Report 6: Geographic statistics​

  • Detailed map: Dashboard, Demographics and Spatial Analyses tabs, map printing as PDF, GeoJSON export. See Using the map.
  • Bemba assistant: "Households by region", "Payments for March 2026 in Oio".

Scheduling a report​

The Scheduled tab of the Reports screen e-mails a report at regular intervals.

  1. First create a report in the Custom Reports tab and save its configuration.
  2. In the Scheduled tab, click Create.
  3. Fill in the name, the report configuration, the frequency (daily, weekly or monthly), the day, the time and the recipients.
  4. Save.

The Send button triggers an immediate sending.

UseFormat
Analysis in ExcelExcel (.xlsx)
Import into another systemCSV
Printing and archivingPDF
MappingGeoJSON

Next steps​