Lists reports in order of priority

Mifos BI Suite - Data Warehouse

No.	Category	Report Name	Description	Purpose	Frequency Run	Users	MFI	Spec Location	Information from other Systems	DW or Prod Schema	Status	Last Updated Release	Can be directly run in Mifos?
1	Management	Loan Officer Details Report	Lists all details of a LO such as # of clients recruited, total loan portfolio outstanding, PAR, etc	Helps to assess performance of an LO and any changes that need to be made	Most likely Monthly	Primary - Branch Manager Secondary - HO	Everyone	Loan Officer Reports	No	DW	Released	1.3	Yes
2	Management	MFI Progress Report	Gives various metrics and % change over periods of time to indicate progress	Determine progress at various office levels (HO down to BO)	Monthly to Yearly	Primary - HO Secondary - Branch Manager if run at BO level	Everyone	Performance	No	DW	Released	1.3	Yes
3	Operations	Due vs. Collected Reports by LO	Lists what was collected for per day from the branch / LO versus what was expected	Helps Branch Manager to see what was expected versus actuals for each of his LO's, and HO to see what happened per LO	Weekly	Primary - Branch Manager, LO	Light, Digamber, Nirantara	Collection Sheets	No	DW	Released	1.3	Yes
4	Operations	Due vs. Collected Reports by Branch	Lists what was collected for per day from the branch / LO versus what was expected	Helps Branch Manager to see what was expected versus actuals for each of his LO's, and HO to see what happened per branch	Weekly	Primary - HO, or Branch Manager	Light, Digamber, Nirantara	Collection Sheets	No	DW	Released	1.3	Yes
5	Operations	Balance Outstanding by Source of Funds	Amount of loans per funder	Determine how much of loans go to each source of fund, and loan outstanding amounts	Monthly	Primary - HO	Adhikar	Funder	No	DW	Released	1.3	Yes
6	Management	Funds Movement Report	Loans per loan fund with category		Ad hoc, Monthly	Branch Manager	Africa	Funder	No	DW	Released	1.3	Yes
7	Operations	Loan Officer Performance Summary Report (cumulative)	Lists all LO's in a branch and their performance details	Branch Manager or HO can compare performance among LO's	Monthly	Primary - Branch Manager Secondary - HO	RiSE	Loan Officer	No	DW	Released	1.3	Yes
8	Operations	Loan Officer Performance Summary Report (during period)	Lists all LO's in a branch and their performance details	Branch Manager or HO can compare performance among LO's	Monthly	Primary - Branch Manager Secondary - HO	RiSE	Loan Officer	No	DW	Released	1.3	Yes
9	Operations	Loan Classification by Product	Information per loan product such as amount disbursed, # of loans disbursed, PAR, etc	Compare performance of each loan product	Monthly	Primary - HO		Loans and Savings	No	DW	Released	1.3	Yes
10	Operations	Due vs. Collected Reports by Center	Lists what was collected for per day from the center versus what was expected	Helps Branch Manager to see what was expected versus actuals for each of his LO's, and HO to see what happened per center	Weekly	Primary - Branch Manager	Light	Collection Sheets	No	DW	Released	1.3	Yes
11	Operations	Balance Outstanding	a list of all accounts showing balances- could be run either for loans or savings or by product. Show summary by product and account type (ie loan/savings). Can also run by Loan officer to see portfolio per LO. Include filter for account status so could see inactive savings as well as active.		Monthly	Branch Manager	Africa	Loans and Savings	No	DW	Released	1.3	Yes
12	Management	PPI Data Dump	exports all clients with PPI data, their scores and likelihoods			HO	Everyone	PPI	No	DW	Released	1.3	No

Standard Reports (Embedded in Mifos - Prod Schema)

No.	Category	Report Name	Description	Purpose	Frequency Run	Users	MFI	Spec Location	Information from other Systems	DW or Prod Schema	Status	Last Updated Release	Can be directly run in Mifos?
13	Operations	Mifos Transactions - Detailed	Report to show transactions posted for a certain period		Daily	Branch Manager, Cash Officer	Africa	Accounting	No	Prod Schema	Released	1.3	Yes
14	Operations	Mifos Transactions - Summary	Report to show transactions posted for a certain period		Daily	Branch Manager, Cash Officer	Africa	Accounting	No	Prod Schema	Released	1.3	Yes
15	Operations	Branch Expected Cash Flow Report	Lists expected cash for following period in and out	Helps determine where/when cash should go to branches, and also for long term investment of idle cash	Daily / Weekly / Monthly	Primary - HO, Regional Managers, Branch Manager	Nirantara	Accounting	No	Prod Schema	Released	1.3	Yes
16	Operations	Center Collection Sheet	update collection sheet for India with centers		Weekly	Loan Officer	India	Collection Sheets	No	Prod Schema	Released	1.3	Yes
17	Operations	Group Collection Sheet (MPESA)	collection sheet used for the group meetings. To show amounts due and amounts paid		Weekly	Loan Officer	Africa, KEEF	Collection Sheets	No	Prod Schema	Released	1.3	Yes
18	Management	Client Exit Report	list of group clients exited from group		Monthly , Ad Hoc	Branch Manager, LO	Africa	Clients, Groups, and Centers	No	Prod Schema	Released	1.3	Yes
19	Operations	Loans Pending Approval	a list of loans in the pending approval stage. could be used by credit committee to see all loans pending approval.		Daily / Not Same Day	Branch Manager, LO	Africa	Africa Standard Reports Folder	No	Prod Schema	Released	1.3	Yes
20	Operations	Loans To Be Disbursed	a list of loans in the approved and applied loans stages to monitor all loans pending disbursement		Daily / Not Same Day	Branch Manager, LO	Africa	Africa Standard Reports Folder	No	Prod Schema	Released	1.3	Yes
21	Operations	Center Schedule by Loan Officer	Lists each loan officer's schedule	Helps for LO to plan the week	Weekly	Branch Manager, LO	India	Clients, Groups, and Centers	No	Prod Schema	Released	1.3	No
22	Management	Groups Information	Lists information about each group	Has statuses, etc	Ad Hoc	HO, Branch Manager	Everyone	Clients, Groups, and Centers	No	Prod Schema	Released	1.3	Yes
23	Management	Clients Summary	Summary of clients	Categories of clients	Ad Hoc	HO	India	Clients, Groups, and Centers	No	Prod Schema	Released	1.3	Yes
24	Management	Aging Summary	Aging Tables for a branch		Monthly	HO	Everyone	Aging and Arrears	No	Prod Schema	Released	1.3	Yes
25	Operations	Written Off Loans	Loans that have been written Off, similar to our Client Exit report		Monthly		Everyone	Loans and Savings	No	Prod Schema	Released	1.3	Yes
26	Operations	Overdue Mature Loans	Loans that are overdue and also can filter on mature loans		Monthly		Everyone	N/A	No	Prod Schema	Released	1.3	Yes
27	Operations	Closed Loans	All loans with closed status		Monthly		Everyone	Loans and Savings	No	Prod Schema	Released	1.3	Yes
28	Management	Closed Loans Summary per Branch	summarizes closed loan stats per branch		Monthly	HO	Everyone	Loans and Savings	No	Prod Schema	Released	1.3	Yes
29	Management	Active Loan Summary per Branch	summarizes active loan stats per branch		Monthly	HO	India	Loans and Savings	No	Prod Schema	Released	1.3	Yes
30	Operations	Active Loans by Center	list of active loans by center		Monthly	Branch Manager, LO	Everyone	Loans and Savings	No	Prod Schema	Released	1.3	Yes
31	Operations	Active Loans by Loan Product	list of active loans by loan product		Monthly	Branch Manager	Everyone	Loans and Savings	No	Prod Schema	Released	1.3	Yes
32	Operations	Active Loans by Loan Purpose	list of active loans by loan purpose		Monthly	Branch Manager	Everyone	Loans and Savings	No	Prod Schema	Released	1.3	Yes
33	Operations	Active Loans by Loan Officer	list of active loans by loan officer		Monthly	Branch Manager, LO	Everyone	Loans and Savings	No	Prod Schema	Released	1.3	Yes
34	Operations	Active Loans in their last installment	list of active loans in their last installment		Monthly	HO, Branch Manager	Everyone	Loans and Savings	No	Prod Schema	Released	1.3	Yes
35	Management	Outreach Summary by Branch	summarizes branch outreach		Monthly	HO	Everyone	Performance	No	Prod Schema	Released	1.3	No
36	Management	Dormant Clients Summary	summary of dormant clients		Monthly	Branch Manager, HO		Clients, Groups, and Centers	No	Prod Schema	Released	1.3	Yes
37	Operational	Loan Aging Report	Summarized and detailed output of loans in arrears	More detailed version of aging summary report built for Indian MFIs	Monthly	Branch Manager, HO	Everyone	Aging and Arrears	No	Prod Schema	Released	Mifos 1.3.1	Yes

Next Reports

No.	Category	Report Name	Description	Purpose	Frequency Run	Users	MFI	Spec Location	Information from other Systems	DW or Prod Schema	Status
		Client Status									In Progress (SunGard)
37	Operations	Loan Disbursements	Used to see the loans disbursed over a specified period and meeting the filter conditions			Branch Manager, LO	Africa	Africa Standard Reports Folder	No	Prod Schema	In Progress (Software Group)
38	Operations	Loan Classification Report - Loan Purpose	Information per loan product and loan purpose such as amount disbursed, # of loans disbursed, PAR, etc	Compare performance of each loan product and loan purpose	Monthly	Primary - Branch Manager		Loans and Savings	No
39	Management	Dormant Clients	lists all clients that are dormant (without active loan)	helps to determine if clients are about to drop out	Monthly	Branch Manager, HO		Clients, Groups, and Centers	No
40	Management	Loans in Arrears	Lists each client and account in arrears	Select aging bucket	Monthly	Branch Manager	Everyone	Aging and Arrears	No

Reports That Need Information from Other Systems

Pri	Category	Report Name	Description	Purpose	Frequency Run	Users	MFI	Spec Location	Information from other Systems
High	Operations	Client Insurance Details Report	Lists each client and details, their spouse/father and details, insurance premium, and some other loan information	Sent to insurance policy weekly	Weekly	Primary - HO	Nirantara, Digamber	India Cloud Standard Reports Folder	Yes
Med	Management	Asset Quality Report	Lists asset quality details	Helps determine performance of MFI	Quarterly?	Primary - HO		India Cloud Standard Reports Folder	Yes
High	Management	MFI Financial Overview Report	Ratios at HO level	For MFI's to have an outlook on business and Investors need the same information	Monthly	Primary - HO, Investors		India Cloud Standard Reports Folder	Yes
High	Management	MIX Yearly Report	Ratios MIX requests	For Investors	Quarterly, Yearly	Primary - MIX		India Cloud Standard Reports Folder	Yes

Lower Priority Reports

Category	Report Name	Description	Purpose	Frequency Run	Users	MFI	Spec Location	Information from other Systems
	Loan Repayment Report	list of loans showing what was due and what was paid. Can be run to show just for loans which are a certain status ie. past due, prepaid, late. Will show savings balance held by client alongside their loan.		Ad hoc, Weekly, Monthly	Branch Manager, LO	Africa	Africa Standard Reports Folder	No
Operations	Arrears Report	list of loans that have unpaid installments/arrears. Must show aging of the arrears in brackets which the user can define.		Weekly / Monthly	Primary - Branch Manager, LO	Africa	Africa Standard Reports Folder	No
Operations	Client Loan History Report	summary of number of loans taken and paid		Ad hoc, Monthly	Loan Officer	Africa	Africa Standard Reports Folder
Management	Installment and Maturing Report	Use to view all loan installments due at a particular date or in the future (time period). Used for forecasting incomes. Should also shows all loans as they are due to mature. Allow to run by week, month, quarter etc.		Daily / Weekly	Branch Manager, LO	Africa	Africa Standard Reports Folder	No
Management	PAR Report	a comprehensive report that will show the portfolio at risk per loan officer/branch		Weekly	Branch Manager, LO	Africa	Africa Standard Reports Folder	No
Operations	Dormant Clients Report	Lists all clients without loans over x # of days	Helps to figure out if clients are not repeating their loans	Quarterly	Primary - Branch Manager		India Cloud Standard Reports Folder	No
Operations	Fee Collection Report	For a particular fee for a particular month, lists who it was collected for (or not collected for?)	Can help with Membership Fee or even Insurance Fee Collection to see who has paid and who hasn't	Monthly	Primary - Branch Manager		India Cloud Standard Reports Folder	No
Operations	Client Details Report	Lists all details about a client as of a particular date, includes their loan amount outstanding, etc	Can help with Insurance, or verification of client information, also helps with updating w/ a client what their current statement is	Ad hoc	Primary - Branch Manager, LO		India Cloud Standard Reports Folder	No
Operations	Loan Classification Report - Loan Cycle	Information per loan cycle such as amount disbursed, # of loans disbursed, PAR, etc	Compare performance of each loan product by loan cycle	Monthly	Primary - Branch Manager		India Cloud Standard Reports Folder	No
Operations	Dividends (Interest on Savings) Report	list of shares products dividends and balances		Yearly	Branch Manager, LO, Cash Officer	Africa	Africa Standard Reports Folder
Management	Group 360 View Report	Group status report to be used to assess group performance at the meetings.		Weekly	Branch Manager, LO, Cash Officer	Africa	Africa Standard Reports Folder
Management	Indicators Report	list of performance ratios		when required, weekly, monthly , quarterly and yearly	HO, Branch Manager	Africa	Africa Standard Reports Folder	No
Operations	Guarantors Collateral Report	a list of individuals that have cosigned repayment of a loan, and items that have been attached to the loan		Ad hoc	Branch Manager, LO	Africa	Africa Standard Reports Folder	Yes?
Operations	Client Statement Report	statement that will show a clients's charges, the payments the client makes and the balance amount that is due on the customer's account. Can be used for either a savings or loan account		Ad Hoc - only when client requests balance	Front Office, LO	Africa	Africa Standard Reports Folder	No

Released

In Progress (Soldevelo)

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