Reports

The Reports screen is the cooperative's reporting centre: 21 standard reports covering production, membership, finance and compliance. Every report can be viewed on screen, printed as a PDF, or downloaded as a CSV for Excel.

Permission required: REPORT_VIEW (a few reports also need the permission for their own module — see Who can see what).

How it works

1. Pick a report from the list on the left — they're grouped into Production, Membership, Finance and Compliance.
2. Set the parameters above the table. Each report asks only for what it needs: a date range, a season, a factory, or a payout run.
3. Read the figures on screen, then use PDF (branded, ready to file or hand to a board meeting) or CSV (opens in Excel) if you need a copy.

Everything is scoped to what you may see

A report never shows another cooperative's data. If you're assigned to one factory, you see that factory; admins can pick All factories or switch the active factory in the header.

Production

Report	Answers
Daily collections	How much came in each day, split by cherry and mbuni, and how many farmers were served.
Delivery register	Every single delivery in the period with its receipt number, weight and how the weight was captured.
Member production	Who delivered what this season, ranked — your top growers and everyone's totals.
Factory production	Each factory's season output side by side, with its share of the total.
Clerk activity	How many deliveries each clerk recorded, and how much of it was manual — a workload and supervision view.
Reversals & corrections	Every reversed delivery, who reversed it and why. Review this regularly.
Manual & unstable weights	Deliveries whose weight wasn't captured cleanly from the scale — the ones worth a second look.

Membership

Report	Answers
Member register	The full membership roll with member numbers, contacts and bank details.
Dormant members	Members who delivered nothing this season — for follow-up or cleaning the register.

Finance

Report	Answers
Season summary	One page from cherry to payout: crop delivered, its value, sales proceeds, money issued and what's still owed.
Season prices	The advance, final and bonus rates set for the season, and whether the final price is set.
Member earnings & balances	Per member: kilos, gross value, advances, deductions and net payable. The workbook behind a payout.
Advances issued	Every cherry advance in the season and how much is still to be recovered.
Deductions	Every deduction raised, by type, and what's been recovered.
Farm inputs issued	Inputs given on credit, their value, and the deduction each one created.
Coffee sales	Lots sold, buyers, proceeds and costs — the money coming in.
Payout runs	Every payout run for the season with its status, member count and total.
Payout register	Line-by-line detail of one payout run — what each member was paid.
Bank disbursement list	The bank-ready list for one run: name, bank, account number and amount.

Provisional vs realised

Money figures follow the same rule as member statements: until the realised price is applied they're provisional and the report says so.

Compliance

Report	Answers
Audit trail	Who did what and when — every recorded action in the period.
SMS log	Every message sent, to whom, and whether it was delivered.

Who can see what

REPORT_VIEW opens the Reports screen and the production, membership and season reports. Reports over sensitive modules also require that module's read permission, so a user only sees the reports they'd be allowed to see the underlying screens for:

Report	Also needs
Advances issued	ADVANCE_READ
Deductions	DEDUCTION_READ
Farm inputs issued	INPUT_READ
Coffee sales	SALE_READ
Payout runs, Payout register, Bank disbursement list	PAYOUT_READ
Audit trail	AUDIT_READ
SMS log	SMS_READ

Reports you aren't permitted to run simply don't appear in the list.

Related

• A single farmer's season on one page: Member statements.
• The live at-a-glance numbers: the Dashboard.
• Paying members: Payouts.