Support
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Income Statement (RoA Analysis)
Basic description Return on assets (ROA) is an indicator of how profitable a company is relative to its total assets. This number tells you what the company can do with what it has, i.e. how many d...
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Product Mix
Basic description This report presents two charts showing • Product Mix as a % of Assets• Non-Interest Income & Net Revenue Return on Assets (RoA) Uses The ability to compare results against Credit...
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Interest Rates
Basic description This report presents four charts showing performance and or comparative results against Credit Unions/Peer Groups for various reporting quarters, and recent trends. Uses These cha...
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Asset Growth
Basic description This report presents four charts measuring Asset growth, Investment Growth, Loans as a % of Assets and Loan Growth. Uses This report is designed to show the current snapshot, and ...
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Sustainability Growth Model
Basic description This report presents four charts showing performance and or comparative results against Credit Unions/Peer Groups for various reporting quarters, and recent trends. Uses This repo...
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Initial Upload Agent Configuration
Users with the Data Administrator role can configure and install the Upload Agent from within the administration menu within the BankBI application: To configure the data source files that the Upl...
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BankBI Terms and Conditions
BankBI UK Limited Terms and Conditions TERMS AND CONDITIONS 1. DEFINITIONS The following definitions apply to this Agreement (unless expressly provided otherwise or the context requires otherwise):...
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User Administration Overview Screen
The User Administration overview screen is viewed below: It is accessed via the admin area of BankBI by clicking on System Administration/Users: It shows the name and email of each user. There ar...
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Organisation Group Administrator
How to Add Group Users to Multiple Organisations Users from banking groups or microfinance networks often require access to all the group’s systems within BankBI. If you belong to a banking group o...
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Run a Trial Balance Report
After mapping any new GL accounts or loading budgets or adjustments within BankBI it is advisable to verify the changes are as expected in the BankBI financial reports. This can be performed by ru...