View - investment_details_of_users
Purpose:
The Investment Details of Users Report captures data on employee investments, such as tax-saving plans, aiding in financial planning, and tax-related documentation.
What do we get:
Columns such as ID, Username, Email, Manager, Designation, and many more will inherit from the Users_Master data source, ensuring that all fields in the Users_Master data are also part of this data source, thereby maintaining consistency and accuracy across employee records. The following columns have been added to enhance the understanding of user investments:
| Fields | Descriptions |
|---|---|
| Particulars | Describes the type of investment made by the employee. |
| Amount | Indicates the total amount invested. |
| Approved | Shows whether the investment has been approved. |
| Approved By | Displays the name of the approver for the investment. |
| Approved On | Specifies the date when the investment was approved. |
| Financial Year Ending | Indicates the financial year during which the investment was made. |
| Proof Submitted | States whether the proof of investment has been submitted. |
| Proof Submission Date | Records the date when the proof was submitted. |