An admin can view a user’s savings and the details of the savings from Pecunia. To view a user’s savings, there are two ways to do this.
1. Checking a user’s savings from the savings page
- Navigate to the “Savings” tab under Customers.
- On the savings page, click on the “Filter By“ and filter for the user using their phone number, email or BVN etc.
- Click on the returned user’s record that you wish to view.
- This will redirect you to the user’s savings details page.
2. Checking a user’s savings from the user's page
- Navigate to the “Users” tab under Customers.
- On the users page, click on the “Filter By“ and filter for the user using their phone number, email or BVN etc.
- Click on the returned user’s record that you wish to view.
- This will redirect you to the user’s details page.
- If the user has any savings, there will be a savings tab under their profile card. Click on the savings tab.
- This will show you the list of all the savings plans the user has ever created.
- Click on the savings plan row that you wish to view.
- This will redirect you to the savings details page.
