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Generate Reports

This tutorial explains how to generate different types of reports in PCH-SIG.

Types of reports available​

TypeDescriptionFormat
DashboardReal-time overviewScreen
Household listComplete list exportCSV, Excel, PDF
Payment listTransfer historyCSV, Excel, PDF
DLI ReportDisbursement indicatorsExcel, PDF
IFR ReportInterim financial reportPDF

Report 1: Export a list​

Export households​

  1. Go to Social Registry > Households
  2. Apply desired filters (region, status, etc.)
  3. Click Export
  4. Select the format:
    • CSV: Raw data
    • Excel: Formatted file
    • PDF: Printable document
  5. Download the file
Tip

The export includes all households matching the filters, not just the displayed page.

Export beneficiaries​

Same process from Cash Transfers > Beneficiaries.

Export payments​

Same process from Cash Transfers > Payments.

Report 2: Cycle report​

Access the cycle​

  1. Go to Cash Transfers > Cycles
  2. Click on the relevant cycle

Export the summary​

  1. Click Export > Cycle summary
  2. A PDF is generated with:
    • Cycle information
    • Statistics
    • Distribution by operator

Export the payment list​

  1. Click Export > Payment list
  2. Choose the format
  3. Download

Report 3: DLI indicators​

Access DLIs​

  1. Go to Programs
  2. Select a program
  3. Click DLI Indicators

Generate the report​

  1. Select the year
  2. Click Export
  3. Choose the format:
    • Excel: Detailed data
    • PDF: Formatted report

Report content​

SectionDescription
SummaryOverall achievement rate
IndicatorsDetail by indicator
ChartsEvolution and comparison
HistoryProgress over periods

Report 4: IFR report​

Create an IFR report​

  1. Go to Reports > IFR Reports
  2. Click New report
  3. Select:
    • Program
    • Period (quarter)
  4. Click Generate

Complete the report​

  1. Verify generated figures
  2. Add comments if necessary
  3. Attach supporting documents

Finalize and export​

  1. Click Finalize
  2. Click Export PDF
  3. The official report is downloaded

Report 5: Geographic statistics​

From the dashboard​

  1. Access the Dashboard
  2. Statistics by region are displayed
  3. Click Export to download

From the map​

  1. Access the Map
  2. Filter by area
  3. Export the image or data

Customize a report​

Choose columns​

For Excel/CSV exports:

  1. Click Export options
  2. Check/uncheck desired columns
  3. Export

Filter before export​

Filters applied to the list apply to the export:

  1. Region = Dakar
  2. Status = Validated
  3. Export → Only validated households from Dakar are exported

Schedule a report​

Automatic reports​

To receive reports regularly:

  1. Go to Settings > Scheduled exports
  2. Click New
  3. Configure:
    • Data type
    • Frequency (daily, weekly, monthly)
    • Email recipients
  4. Activate

Example​

Receive every Monday an export of payments from the previous week.

Best practices​

Before exporting​

  • Verify applied filters
  • Estimate data volume
  • Choose the right format
UsageRecommended format
Analysis in ExcelExcel (.xlsx)
Import into another systemCSV
Printing/ArchivePDF
MappingGeoJSON

Next steps​