Reporting Setup

Overview

timveroOS includes integrated business intelligence capabilities through Apache Superset. The system provides configurable dashboards and reports for monitoring lending operations.

System Context

The reporting module connects to system databases to provide real-time analytics. Users access reports through the BI Dashboard interface based on their assigned permissions.

Configuration Components

BI Dashboard

Purpose: Visual analytics and reporting Location: Main Menu → BI Dashboard Configuration Options:

• Dashboard creation and layout

• Chart types and visualizations

• Data source connections

• User access permissions

Available Data Points

Application Metrics:

• Application volumes by status

• Processing time analysis

• Approval rates by product

• Decline reason distribution

Portfolio Metrics:

• Outstanding loan amounts

• Product distribution

• Payment performance

• Delinquency rates

Operational Metrics:

• User activity tracking

• Workflow execution times

• Data source response times

• System performance indicators

Integration Points

Reporting connects with:

• Application Database: Transaction data

• Audit Database: Historical tracking

• Workflow Results: Decision outcomes

• User Activity: System usage patterns

Configuration Process

Step 1: Access BI Dashboard

Navigate to Main Menu → BI Dashboard System opens Apache Superset interface

Step 2: Create New Dashboard

Select "Create Dashboard" option Choose layout template Add visualization widgets

Step 3: Configure Visualizations

Select data source for each widget Define metrics and dimensions Apply filters and time ranges Choose chart type

Step 4: Set Permissions

Assign dashboard to user roles Configure data access levels Set refresh schedules

Common Configurations

Example 1: Daily Operations Dashboard

Scenario: Monitor daily application processing Configuration:

• Application count by hour

• Status distribution pie chart

• Average processing time trend

• Decline reasons breakdown

Example 2: Portfolio Performance Report

Scenario: Track loan portfolio health Configuration:

• Outstanding balance by product

• Payment status distribution

• Aging analysis table

• Geographic distribution map

Example 3: User Productivity Analysis

Scenario: Measure team performance Configuration:

• Applications processed per user

• Manual review completion times

• Department workload distribution

• Task assignment metrics

Implementation Resources

Through the Admin Panel (Step 2)

• Analytics and Reporting - Setup your KPI's Tracking

Through the SDK (Step 1)

• (BI connection - SDK Guide coming soon)

Technical Implementation Notes

The BI Dashboard uses Apache Superset, which provides:

• SQL-based data queries

• Cached results for performance

• Scheduled report generation

• Export capabilities (CSV, PDF)

SDK customization may be required for:

• Custom data transformations

• Complex calculated metrics

• Integration with external BI tools

• Specialized visualization types

Note: SDK customization requires development resources. Contact your implementation team for advanced reporting requirements.

Standard Reports

Application Reports

• Daily application summary

• Product performance analysis

• Channel effectiveness report

• Conversion funnel analysis

Risk Reports

• Decline reason analysis

• Score distribution report

• Manual review outcomes

• Portfolio risk indicators

Operational Reports

• User activity summary

• System performance metrics

• Data source reliability

• Process efficiency analysis

Next Steps

• Define reporting requirements

• Create standard dashboards

• Configure user permissions

• Schedule automated reports

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For additional support, consult your implementation team or system documentation.