Generate Report
Request Body
Type of report to generate. Must be one of:
DAILY: Daily reportWEEKLY: Weekly reportMONTHLY: Monthly reportQUARTERLY: Quarterly reportCUSTOM: Custom date range report
Start date and time for the report period (ISO 8601 format).
End date and time for the report period (ISO 8601 format).
Optional custom title for the report. If not provided, a default title will be generated.
ADMIN only: Supervisor ID to generate the report for. Regular supervisors cannot specify this field.
Response
Unique identifier for the report session.
ID of the supervisor who owns this report.
Supervisor information.
Type of report (DAILY, WEEKLY, MONTHLY, QUARTERLY, CUSTOM).
Report title.
Report period start date.
Report period end date.
Total number of credit officers under this supervisor.
Total number of unions managed by the team.
Total number of union members.
Total number of loans in the period.
Number of currently active loans.
Number of completed loans.
Number of defaulted or written-off loans.
Total amount disbursed in the period.
Total amount repaid in the period.
Total outstanding loan amount.
Collection rate as a percentage (0-100).
Complete dashboard data snapshot including officer performance, loan distribution, and monthly trends.
Array of officer performance metrics.
Timestamp when the report was generated.
Required Permissions
- SUPERVISOR: Can generate reports for their own team
- ADMIN: Can generate reports for any supervisor by providing
supervisorId
List Report Sessions
Query Parameters
Page number for pagination.
Number of reports per page.
ADMIN only: Filter reports by supervisor ID.
Response
Array of report session summaries.
Pagination metadata.
Get Report Session
Path Parameters
The unique identifier of the report session.
Query Parameters
ADMIN only: Supervisor ID to verify ownership.
Response
Returns the complete report session object (same structure as the Generate Report response).Delete Report Session
Path Parameters
The unique identifier of the report session to delete.
Response
Whether the deletion was successful.
Success message.
List Credit Officers
Query Parameters
ADMIN only: Get officers for a specific supervisor.
Response
Returns an array of credit officer objects.Officer user ID.
Officer’s first name.
Officer’s last name.
Full name of the officer.
Officer’s email address.
Whether the officer account is active.
Timestamp of last login.
Timestamp of last activity.
Total number of logins.
Number of unions managed by this officer.
