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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 | Everyone | Loan Officer Reports | No | DW | Released | 1.23 | 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 | Everyone | Performance | No | DW | Released | 1.23 | 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 | 1.23 | 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 | 1.23 | 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 | 1.23 | Yes |
6 | Management | Funds Movement Report | Loans per loan fund with category |
| Ad hoc, Monthly | Branch Manager | Africa | Funder | No | DW | Released | 1.23 | 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 | RiSE | Loan Officer | No | DW | Released | 1.23 | 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 | RiSE | Loan Officer | No | DW | Released | 1.23 | 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 | 1.23 | 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 | 1.23 | Yes |
11 | Operations | Balance Outstanding | a list of all accounts showing balances- could be run either for loans or savings or by product. |
| Monthly | Branch Manager | Africa | Loans and Savings | No | DW | Released | 1.23 | Yes |
12 | Management | PPI Data Dump | exports all clients with PPI data, their scores and likelihoods |
|
| HO | Everyone | PPI | No | DW | Released | 1.23 | 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 | 1.23 | 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 | 1.23 | 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 | 1.23 | Yes |
16 | Operations | Center Collection Sheet | update collection sheet for India with centers |
| Weekly | Loan Officer | India | Collection Sheets | No | Prod Schema | Released | 1.23 | 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 | 1.23 | 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 | 1.23 | 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 | 1.23 | 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 | 1.23 | 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 | 1.2 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 | 1.2 3 | Yes |
23 | Management | Clients Summary | Summary of clients | Categories of clients | Ad Hoc | HO | India | Clients, Groups, and Centers | No | Prod Schema | Released | 1.2 3 | Yes |
24 | Management | Aging Summary | Aging Tables for a branch |
| Monthly | HO | Everyone | Aging and Arrears | No | Prod Schema | Released | 1.23 | 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 | 1.2 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 | 1.2 3 | Yes |
27 | Operations | Closed Loans | All loans with closed status |
| Monthly |
| Everyone | Loans and Savings | No | Prod Schema | Released | 1.2 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 | 1.23 | Yes |
29 | Management | Active Loan Summary per Branch | summarizes active loan stats per branch |
| Monthly | HO | India | Loans and Savings | No | Prod Schema | Released | 1.2 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 | 1.23 | 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 | 1.2 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 | 1.23 | 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 | 1.2 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 | 1.2 3 | Yes |
35 | Management | Outreach Summary by Branch | summarizes branch outreach |
| Monthly | HO | Everyone | Performance | No | Prod Schema | Released | 1.2 3 | No |
36 | Management | Dormant Clients Summary | summary of dormant clients |
| Monthly | Branch Manager, HO |
| Clients, Groups, and Centers | No | Prod Schema | Released | 1.23 | 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 |
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