Reports

TAPP Cash provides two categories of reports for admin roles: client reports scoped to individual client activity, and general system reports that aggregate activity across the branch or organization.

Report Types

Report Type	Description
Client Reports	Activity reports scoped to a specific Individual or Business Owner client — transactions, transfers, account history
General System Reports	Aggregated reports across the branch or organization — summary views for management and compliance

Access by Role

All admin roles with client portfolio access can view reports. Scope varies by role:

Role	Client Reports	General System Reports	Scope
Root Advisor	✓	✓	All branches
Head Branch Manager	✓	✓	All managed branches
Branch Manager	✓	✓	Assigned branch
Advisor	✓	✓	Own portfolio

Report Availability

Reports are available for both client types:

Individual clients — transaction history, transfer history, account statements, balance trends
Business Owner clients — business account activity, operator transaction history, transfer reports

Account statements (monthly PDF download per account) are also accessible to clients directly. See Account Statements for the client-facing endpoint.