Reporting overview
Dashboard
Track readiness, incomplete fields, and export blockers.
MSME Source Records—
Unique MSMEs—
MSME CPMS Ready—
MSME Incomplete—
Potential Transactions—
Unique Potential Clients—
Potential CPMS Ready—
Potential Incomplete—
MSME Data Completion
0%
Potential Client Completion
0%
Incomplete Data Worklist
Focus on records that need completion or review before export.
| Type | ID / Source Row | Name | Missing / Review | Status | Action |
|---|---|---|---|---|---|
| Upload a BDD workbook to begin. | |||||
Monthly source
Upload BDD Report
Upload the latest BDD Online Report Excel workbook.
Select BDD Excel Workbook
The parser detects MSME Assisted, Potential, Job and other recognized sheets.
Detected Workbook Structure
No workbook loaded.
Pipeline A
MSMEs Assisted
Enterprise records keyed by MSME_ID.
Existing Male Employees—
Existing Female Employees—
Total Existing Employment—
Job Sheet Records—
MSME Records
| MSME ID | Company | Address | Staff | PSIC | Status |
|---|
Pipeline B
Potential Clients
Person-centered records with repeat assistance transactions.
| Source Row | Client | Address | Classification | Assistance | Staff | Status |
|---|
Review workspace
Data Completion
Resolve only flagged fields; do not fabricate missing data.
Corrections in this MVP are visual only. Production will offer “Update Master” and “Use for This Report Only” actions with audit logging.
| Population | Name | Issue | Suggested Action |
|---|
Reference classifier
PSIC Classifier
Uses the extracted CPMS PSIC hierarchy.
Checking…
Search the official extracted lookup.
Before export
CPMS Preview
Preview the two output pipelines before generation.
Export Readiness
Upload a BDD report to calculate readiness.
Official outputs
Generate CPMS Reports
Generate each official-template-compatible workbook separately.
CPMS – MSMEs Assisted
Checking template configuration…
CPMS – Potential Clients
Checking template configuration…
System references
Reference Data
Authoritative lookup assets and template configuration.
PSIC Reference
—
Sorsogon Barangay Reference
—
Potential CPMS Template
—
MSME CPMS Template