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Reporting Portal Page-by-Page Guide (35 Pages)

This guide is written for end users. Every section covers one page with a screenshot, purpose, and practical usage details.

How to Use This Guide

  1. Open the page you need from the table of contents.
  2. Confirm your role access: Business intelligence, compliance, and operations analysts.
  3. Follow the usage steps and notes on that page section.

Page Walkthroughs

1. Dashboard

Dashboard

  • Page URL: /app
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Review dashboard KPIs and open core workflows.
  • Navigation behavior: Opens directly on /app.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

2. Loans

Loans

  • Page URL: /app/loans
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Manage loan products, offers, applications, and performance.
  • Navigation behavior: Opens directly on /app/loans.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

3. Loans - Itemized Lending

Loans - Itemized Lending

  • Page URL: /app/loans/itemized-lending
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Manage loan products, offers, applications, and performance.
  • Navigation behavior: Opens directly on /app/loans/itemized-lending.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

4. Loans - Itemized Recovery

Loans - Itemized Recovery

  • Page URL: /app/loans/itemized-recovery
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Manage loan products, offers, applications, and performance.
  • Navigation behavior: Opens directly on /app/loans/itemized-recovery.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

5. Loans - Summary Lending

Loans - Summary Lending

  • Page URL: /app/loans/summary-lending
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Manage loan products, offers, applications, and performance.
  • Navigation behavior: Opens directly on /app/loans/summary-lending.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

6. Loans - Summary Recovery

Loans - Summary Recovery

  • Page URL: /app/loans/summary-recovery
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Manage loan products, offers, applications, and performance.
  • Navigation behavior: Opens directly on /app/loans/summary-recovery.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

7. Loans - Lending Rate

Loans - Lending Rate

  • Page URL: /app/loans/lending-rate
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Manage loan products, offers, applications, and performance.
  • Navigation behavior: Opens directly on /app/loans/lending-rate.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

8. Loans - Recovery Rate

Loans - Recovery Rate

  • Page URL: /app/loans/recovery-rate
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Manage loan products, offers, applications, and performance.
  • Navigation behavior: Opens directly on /app/loans/recovery-rate.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

9. Transactions

Transactions

  • Page URL: /app/transactions
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Search, filter, and investigate transactions.
  • Navigation behavior: Opens directly on /app/transactions.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

10. Reversals

Reversals

  • Page URL: /app/reversals
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Review and manage reversal records.
  • Navigation behavior: Opens directly on /app/reversals.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

11. Reversals Detail

Reversals Detail

  • Page URL: /app/reversals/REV-001
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Review and manage reversal records (detail view).
  • Navigation behavior: Opens directly on /app/reversals/REV-001.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Open this view from the parent list using a valid live record ID.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: Needs Attention
  • Observed note: Page displayed a not-found state (likely requires a live detail ID). Console errors observed: 1
  • Access tip: Use a real live record ID from the parent list before opening this detail page.

12. Analytics

Analytics

  • Page URL: /app/analytics
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Review analytics dashboards and trend views.
  • Navigation behavior: Opens directly on /app/analytics.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

13. Flagged Customers

Flagged Customers

  • Page URL: /app/flagged-customers
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Review customers flagged for risk or compliance.
  • Navigation behavior: Opens directly on /app/flagged-customers.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

14. Fraud

Fraud

  • Page URL: /app/fraud
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Investigate fraud indicators and alerts.
  • Navigation behavior: Opens directly on /app/fraud.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

15. Monitoring

Monitoring

  • Page URL: /app/monitoring
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Monitor live operational health and alerts.
  • Navigation behavior: Opens directly on /app/monitoring.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

16. Audit Trail

Audit Trail

  • Page URL: /app/audit-trail
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Audit user and system actions.
  • Navigation behavior: Opens directly on /app/audit-trail.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

17. Regulatory Reports

Regulatory Reports

  • Page URL: /app/regulatory-reports
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Prepare and export regulatory reports.
  • Navigation behavior: Opens directly on /app/regulatory-reports.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

18. Financial Inclusion

Financial Inclusion

  • Page URL: /app/financial-inclusion
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Review financial inclusion analytics.
  • Navigation behavior: Opens directly on /app/financial-inclusion.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

19. Enhanced KYC

Enhanced KYC

  • Page URL: /app/enhanced-kyc
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Review enhanced KYC analytics.
  • Navigation behavior: Opens directly on /app/enhanced-kyc.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

20. Live - Business

Live - Business

  • Page URL: /app/live/business
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: View live business operations dashboard.
  • Navigation behavior: Opens directly on /app/live/business.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Console warnings observed: 4

21. Live Monitoring

Live Monitoring

  • Page URL: /app/live-monitoring
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: View live monitoring panels and indicators.
  • Navigation behavior: Opens directly on /app/live-monitoring.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

22. Live - Dashboards

Live - Dashboards

  • Page URL: /app/live/dashboards
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: View live dashboard modules and summaries.
  • Navigation behavior: Opens directly on /app/live/dashboards.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

23. Reconciliations

Reconciliations

  • Page URL: /app/reconciliations
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Review reconciliations and reconciliation status.
  • Navigation behavior: Opens directly on /app/reconciliations.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

24. Settlements

Settlements

  • Page URL: /app/settlements
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Manage settlement batches and settlement status.
  • Navigation behavior: Opens directly on /app/settlements.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

25. Balance Sheet

Balance Sheet

  • Page URL: /app/balance-sheet
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Review balance-sheet reporting views.
  • Navigation behavior: Opens directly on /app/balance-sheet.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

26. Float Balance

Float Balance

  • Page URL: /app/float-balance
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Review float balance and liquidity reporting.
  • Navigation behavior: Opens directly on /app/float-balance.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

27. Agent Performance

Agent Performance

  • Page URL: /app/agent-performance
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Analyze agent performance metrics.
  • Navigation behavior: Opens directly on /app/agent-performance.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Console warnings observed: 2

28. Merchant Performance

Merchant Performance

  • Page URL: /app/merchant-performance
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Analyze merchant performance metrics.
  • Navigation behavior: Opens directly on /app/merchant-performance.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Console warnings observed: 2

29. Top Corridors

Top Corridors

  • Page URL: /app/top-corridors
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Analyze top payment corridors.
  • Navigation behavior: Opens directly on /app/top-corridors.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Console warnings observed: 1

30. Fee Breakdown

Fee Breakdown

  • Page URL: /app/fee-breakdown
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Analyze fee component breakdown.
  • Navigation behavior: Opens directly on /app/fee-breakdown.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

31. Commission Payouts

Commission Payouts

  • Page URL: /app/commission-payouts
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Analyze commission payout trends.
  • Navigation behavior: Opens directly on /app/commission-payouts.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

32. Experimental - Settlements

Experimental - Settlements

  • Page URL: /app/experimental/settlements
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Use this page to manage experimental - settlements workflows.
  • Navigation behavior: Opens directly on /app/experimental/settlements.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

33. Experimental - Balance Sheet

Experimental - Balance Sheet

  • Page URL: /app/experimental/balance-sheet
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Use this page to manage experimental - balance sheet workflows.
  • Navigation behavior: Opens directly on /app/experimental/balance-sheet.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.

34. Experimental - Fee Breakdown

Experimental - Fee Breakdown

  • Page URL: /app/experimental/fee-breakdown
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Use this page to manage experimental - fee breakdown workflows.
  • Navigation behavior: Opens directly on /app/experimental/fee-breakdown.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Console warnings observed: 6

35. Experimental - Commission Payouts

Experimental - Commission Payouts

  • Page URL: /app/experimental/commission-payouts
  • Who this page is for: Business intelligence, compliance, and operations analysts
  • What this page is for: Use this page to manage experimental - commission payouts workflows.
  • Navigation behavior: Opens directly on /app/experimental/commission-payouts.

What You Can Do Here

  1. Review summary cards, status chips, and alerts at the top of the page.
  2. Use filters, search fields, and quick actions to locate the right records.
  3. Use on-page actions to complete your task and verify the resulting state.

Current Behavior Notes

  • Validation status: OK
  • Observed note: Page loads with expected primary UI components in the test environment.