Client Impact Portal Savings Page

This page contains charts that display savings data.

Graph NameTypeDetailUser 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.