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Category | Report Name | Description | Purpose | Frequency Run | Users | MFI | Spec Location | Information from other Systems | DW or Prod Schema | Status | Release |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loan Repayment Report | list of loans showing what was due and what was paid. |
| Ad hoc, Weekly, Monthly | Branch Manager, LO | Africa | Africa Standard Reports Folder | No |
| Soldevelo |
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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 |
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Operations | Client Loan History Report | summary of number of loans taken and paid |
| Ad hoc, Monthly | Loan Officer | Africa | Africa Standard Reports Folder |
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| Soldevelo |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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Operations | Dividends (Interest on Savings) Report | list of shares products dividends and balances |
| Yearly | Branch Manager, LO, Cash Officer | Africa | Africa Standard Reports Folder |
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| Soldevelo |
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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 |
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Management | Indicators Report | list of performance ratios |
| when required, weekly, monthly , quarterly and yearly | HO, Branch Manager | Africa | Africa Standard Reports Folder | No |
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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? |
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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 |
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