Reporting overview
Dashboard
Track readiness, incomplete fields, export blockers, and accomplishments by BDD staff.
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%
Staff Filter Snapshot
All Staff • based on the BDD Staff / Assisted By field
MSME Records—
Potential Transactions—
CPMS Ready—
Incomplete—
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
Showing uploaded records.
| MSME ID | Company | Address | Staff | PSIC | Status |
|---|
Pipeline B
Potential Clients
Person-centered records with repeat assistance transactions.
Potential Client Records
Showing uploaded transactions.
| Source Row | Client | Address | Classification | Assistance | Staff | Status |
|---|
Review workspace
Data Completion
Complete only verified missing fields before CPMS export.
Saved entries are stored as a separate CPMS correction overlay and are automatically applied to the loaded report and future re-uploads of the same records. The original BDD Excel workbook is never modified.
Incomplete Records
Upload a BDD report to begin.
| Population | ID / Row | Name | Missing / Review | Reported Period | Action |
|---|---|---|---|---|---|
| No report loaded. | |||||
Reference classifier
PSIC Classifier
Uses the extracted CPMS PSIC hierarchy.
Checking…
Search the official extracted lookup.
Before export
CPMS Preview
Review processed records before generating the official CPMS workbooks.
Export Readiness
Upload a BDD report to calculate readiness.
Showing the first processed MSME records. This is a review preview, not the Excel template itself.
| MSME ID | Company | Address | Staff | PSIC | Status |
|---|---|---|---|---|---|
| No BDD report loaded. | |||||
Showing the first processed Potential Client records.
| Source Row | Client | Address | Classification | Assistance | Status |
|---|---|---|---|---|---|
| No BDD report loaded. | |||||
Official outputs
Generate CPMS Reports
Generate official-template-compatible workbooks for all staff or one selected BDD Staff / Assisted By value.
Report Scope
The selected staff filter applies to both MSMEs Assisted and Potential Clients. Reporting Year and Month follow the Dashboard filters.
—
All Staff
Upload a BDD workbook to see scoped record counts.
CPMS – MSMEs Assisted
Checking template configuration…
CPMS – Potential Clients
Checking template configuration…
Generation can take roughly 20–40 seconds for several thousand records. Keep the backend and Cloudflare tunnel running until the download starts.
System references
Reference Data
Authoritative lookup assets and template configuration.
PSIC Reference
—
Sorsogon Barangay Reference
—
Potential CPMS Template
—
MSME CPMS Template