Overview
The Reports Hub is your central access point for all Solaris reports. From here, you can quickly find and run reports to analyze your portfolio, monitor risk, identify opportunities, and track team performance.
Reports are organized into six categories with commonly-used reports featured at the top for quick access.
Getting Started
Accessing the Reports Hub
Navigate to Reports from the sidebar menu, or go directly to reports_index.php.
Finding a Report
You have three ways to find the report you need:
- Search — Type keywords in the search box to filter all reports
- Quick Links — Click popular report shortcuts below the search box
- Browse Categories — Scroll down to explore reports by category
Page Layout
| Section Description | |
| Search Bar | Filter reports by typing keywords |
| Popular Quick Links | One-click access to most-used reports |
| Featured Reports | Highlighted reports displayed as large cards |
| Category Sections | All reports organized by type |
Report Categories
🟣 Activity & Communications
Notes, call logs, and member interactions
Track all communication and documentation activities with members.
| Report Description Use When... | ||
| Notes Analytics | Dashboard showing note statistics, trends over time, and activity by staff member | You want an overview of documentation activity or need to monitor team productivity |
| Member Notes Report | Generate detailed notes reports for specific members | You need to compile a member's complete interaction history for review or audit |
| Call Log / CDR | Complete phone call records with statistics and staff activity metrics | You want to analyze call volume, track outreach efforts, or review call details |
🔵 Portfolio Overview
High-level portfolio metrics and summaries
Get a bird's-eye view of your organization's overall financial health.
| Report Description Use When... | ||
| Portfolio Summary | Overall portfolio health with key performance indicators and metrics | You need a quick snapshot of organizational performance or for management reporting |
| Balance by Product | Detailed breakdown of balances organized by product type | You want to understand how assets are distributed across different products |
| Interest Rate Analysis | Distribution of interest rates across loans with weighted averages | You need to analyze rate composition or prepare for rate change decisions |
🔴 Loan Reports
Loan performance, delinquency, and maturity
Monitor loan portfolio health and identify accounts needing attention.
| Report Description Use When... | ||
| Delinquency Report | Past due loans organized by aging buckets (30, 60, 90+ days) | You need to prioritize collection efforts or report on delinquency status |
| Loan Maturity | List of loans approaching maturity with renewal opportunities | You want to proactively contact members about upcoming loan maturities |
| Payment Activity | Track payment patterns, identify flags, and monitor behavior | You need to spot payment trends or identify at-risk accounts early |
🟢 Deposit Reports
Share accounts and deposit analysis
Analyze savings and deposit account holdings.
| Report Description Use When... | ||
| Deposit Summary | Total share account balances broken down by account type | You need an overview of deposit holdings or for balance sheet reporting |
| Account Status | Distribution of accounts by status (active, dormant, closed) | You want to identify dormant accounts or analyze account lifecycle |
🟠 Member Reports
Member relationships and opportunities
Understand your membership and find growth opportunities.
| Report Description Use When... | ||
| Cross-Sell Opportunities | Members who are candidates for additional products | You want to identify sales opportunities or create marketing campaigns |
| Member Relationship Value | Ranking of top members by total relationship value | You need to identify your most valuable members for retention efforts |
| New Members | Recent member acquisition with trends over time | You want to track growth, analyze onboarding, or report on new member activity |
⚫ Operational
Data quality and system reports
Maintain data integrity and system health.
| Report Description Use When... | ||
| Data Quality | Checks for data integrity issues and completeness problems | You need to identify missing data, errors, or inconsistencies in member records |
Featured Reports
Six reports are highlighted as "Featured" because they are the most commonly used:
| Report Category Why It's Featured | ||
| Notes Analytics | Activity | Essential for tracking team documentation activity |
| Call Log / CDR | Activity | Key for monitoring call center performance |
| Portfolio Summary | Portfolio | Primary dashboard for overall health |
| Delinquency Report | Loans | Critical for collections workflow |
| Deposit Summary | Deposits | Core report for deposit tracking |
| Cross-Sell Opportunities | Members | Important for revenue growth |
How to Use Reports
Running a Report
- Find your report using search, quick links, or browsing
- Click the report card to open it
- Set filters if the report has options (date range, status, etc.)
- View results on screen or export as needed
Exporting Data
Most reports allow you to export data in various formats:
- Excel (.xlsx) — For further analysis in spreadsheets
- PDF — For printing or formal distribution
- CSV — For importing into other systems
Look for export buttons typically located at the top of report results.
Common Workflows
Morning Collections Review
- Open Delinquency Report to see past-due accounts
- Check Notes Analytics for yesterday's activity
- Review Call Log for calls that need follow-up
Monthly Board Reporting
- Run Portfolio Summary for key metrics
- Pull Deposit Summary for deposit totals
- Generate Delinquency Report for risk overview
Sales Campaigns
- Use Cross-Sell Opportunities to build target lists
- Check Member Relationship Value to prioritize high-value members
- Review New Members for onboarding outreach
Data Maintenance
- Run Data Quality report regularly
- Identify and fix incomplete records
- Use Account Status to find dormant accounts for cleanup
Tips for Effective Reporting
- Use Search — The fastest way to find a report if you know its name
- Bookmark Favorites — Use browser bookmarks for reports you run daily
- Check Featured First — The most useful reports are highlighted at the top
- Export Regularly — Save important reports for historical comparison
- Schedule Reports — Some reports may support scheduled delivery (check with admin)
Quick Reference
| Need To... Use This Report | |
| See overdue loans | Delinquency Report |
| Track call activity | Call Log / CDR |
| Find sales opportunities | Cross-Sell Opportunities |
| Review documentation | Notes Analytics |
| Check portfolio health | Portfolio Summary |
| See deposit totals | Deposit Summary |
| Find new members | New Members |
| Track valuable members | Member Relationship Value |
| Check loan renewals | Loan Maturity |
| Find data issues | Data Quality |
| Analyze payments | Payment Activity |
| Check interest rates | Interest Rate Analysis |
| See product breakdown | Balance by Product |
| Review account statuses | Account Status |
| Get member notes | Member Notes Report |
Need Help?
If you have questions about specific reports or need a custom report created, contact your system administrator or supervisor.