Reports
Reports live inside Settings → Reports. LoanAdmin currently ships five reports. Two are available on every plan; three require a paid subscription.
The reports
End of Day (included in Trial) — a one-tap summary of today's activity: loans opened, payments received, totals. No date picker. Generates a PDF you can share or print.
Payment List (included in Trial) — every payment you received within a date range you pick. Columns include customer, loan, date, amount, and running totals. Exports as PDF.
Customer List (Pro) — every customer in your portfolio with their balance and contact info. PDF export.
Expected Payments (Pro) — what's scheduled to come in across a date range you pick. Useful for cash-flow planning. PDF export.
Loan Performance (Pro, not available on the legacy Loyalty plan) — on-time payment rate, overdue counts, and portfolio summary. PDF export.
How it works
From Settings → Reports, each report shows a lock icon if your plan doesn't include it. Tapping a locked report takes you to the upgrade screen. Tapping an available one either:
- Generates the PDF immediately (End of Day, Customer List, Loan Performance), or
- Asks you for a from/to date range first (Payment List, Expected Payments), then generates the PDF.
All reports are shared through the system share sheet, so you can save to Files/Drive, email, WhatsApp, or print.
On the roadmap
We're working on a few more reports we'll surface as they land:
- Cash-flow projection by currency
- Per-customer performance (on-time %, average payment delay)
- Mora (late fees) summary
We'll announce them in the app's updates banner when they're available.