Standard Reports

In Mifos X, all the data being generated while handling Loan Accounts, Saving Accounts, Clients, Accounting, Funds etc can be viewed through the Reports tab. The most commonly used reports are shipped with the Mifos X download. Other reports are available as part of our Mifos Business Intelligence Suite built on Pentaho, a free open-source business intelligence application.

The Standard Reports in MifosX are generally categorized into six groups:

1) Clients

2) Loans

3) Savings

4) Funds

5) Accounting

6) XBRL

On this page:

Running Standard Reports

Click on 'Reports' tab and choose the type of report you want to generate.
Once you choose the type of Report, the next window shows all the reports under that category.(In this case, Accounting type Report is selected)
Select the report, you want to generate( In this case, Balance Sheet is selected)
As shown in above, the output type of Report can be selected by drop-down menu. You can generate the Reports in any one of the three formats namely,
i. Excel
ii. PDF
iii. CSV
Click on 'Run Report' to generate the report for viewing in specified format.