Branch Reporting

Branch Reporting

Branch reporting is important from a branch performance perspective for the CEO, CFO and finance department and for regional managers and branch managers to understand their own performance. They can track their expenses vs budget and analyse their own balance sheet. This leads into the Banking Performance solution where they can track their new loans and deposits each day along with their past due arrears.

B/S Report: Filter by Branch

A full Balance Sheet by branch with comparisons for:

• Yesterday v Last Month End
• Yesterday v the same month a Year Ago
• Yesterday v Budget
• Yesterday v Last Quarter
• Last Month v Previous Month
• Last Month v Year Ago
• Last Month v Budget
• Last Month v Previous Quarter
• YTD Average
• Actual or Average Balances
• Annual Trend Line

B/S Report: Branches by Column

B/S Report: Branches by Line

A full Balance Sheet by branch with comparisons for:

• Current Month v Budget
• Current Month v Last Month
• Current Month v the same month a Year Ago
• Current Month v Previous Year End

I/S Report: Filter by Branch

A full income statement by branch with comparisons for:

• Yesterday v Last Month End
• Year to Date v Last YTD
• Yesterday v Budget
• Year to Date v Budget
• Last Month v Previous Month
• Last Month v Budget
• Annual Trend Line

I/S Report: Branches by Column

I/S Report: Branches by Line

A full income statement by branch with comparisons for:

• Current Month v Budget
• Year to Date v Budget
• Current Month v Last Month
• Current Month v Same Month Prior Year

For more information about BankBI please visit our website at bankbi.com