Client Impact Portal Savings Page
This page contains charts that display savings data.
| Graph Name | Type | Detail | User Actions (if applicable) |
|---|---|---|---|
Client Savings | Bar chart | Displays total clients savings for each currency type in each tenant.This will display latest records in the database | User can select tenant separately. User can select tenants. |
Current Savings Amount | Pie chart | Displays total savings amount in each tenant. This will display latest records in the database | User can select tenants. |
Total Savings Amount | Line chart | Displays total savings amount in each tenant. This will display two months of data in the database | User can select tenant separately. User can select tenants. |
Current Savings Balance | Table | Displays total savings amount in each branch. This will display latest records in the database | User can select tenant separately.
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