# Branch overview and downloads

Open Reports → Branches, then choose Overview. The CEO can open any branch. A branch manager can open and download only branches where they currently hold a manager assignment. Other assignments, ended assignments and technical administrator rights do not grant financial overview access. Branch creation/editing retains its existing administrator permission. CEO branch comparison remains CEO-only.

Choose Weekly, Monthly or Yearly and a date in the desired period. Weeks run Monday–Sunday; months and years use calendar boundaries. The current period ends today. PDF, Excel (.xlsx) and CSV contain the same metadata and measures. Excel uses numeric measures, frozen headings and filters; CSV neutralizes formula-like text. Exports require no new PHP extensions or Composer packages.

Debt, instalment arrears and owner liabilities use the period end. Verified cash and earned commissions use their effective dates within the period with currently known approval/reversal status. Current staffing, queues and custody are separately labeled as a live snapshot at generation; they are not historical queue counts. Reports show payroll totals without individual salary or commission records. Gross client asset proceeds include owner liabilities, fees are included in receipts, and earned commissions are not another payroll cash payment. This is an operational overview, not a profit statement.

Navigation groups applications, running loans, repayments and collections under Loans; collateral and client asset sales under Assets; permitted staff operations and delegation under Staff; branch overviews and comparisons under Reports; settings and audit under More. Existing endpoint permissions continue to apply.

No database migration is required for this change.