Getting Started. v1.1 Collection Sheet Report

Report Summary

This report is used by Loan Officers. When an LO goes to his regular weekly/monthly meetings to meet his clients, he takes a print of the collection sheet report and carries it along to the meeting. The report gives him the amounts which need to be collected from each of his clients. The due amounts include loan repayments, fees, penalties, recommended savings amounts or any other dues that need to be collected from the client. It also gives him the amount that needs to be disbursed to each client at the meeting.

Getting the Report Started

  • Upload the report file template: Admin-Upload Report template- File Name CollectionSheetReport.rptdesign
  • Set the report properties file: _ The reports might have configurable properties which need to be set for them to be accurate and useful. _ Set the localization properties if necessary.
  • After saving the properties file, login to Mifos and generate the report.

Localization of Reports

The reports have been internationalized using BIRT. Each report file has an associated properties file which has a list of symbolic names for each UI string, mapped to a label in English.The report can be translated to any language by modifying the strings in this file.

The localization file CollectionSheetReportResources.properties is present in report/BirtReportResource in the Tomcat Mifos folder.

Alternatively, a new localization file can be created which has all the mappings present in this file, and the BIRT report can be changed to point to it, as follows:

  • Open the report in BIRT report designer (see Resources section)
  • Focus mouse on the top level element and click on the Layout tab
  • Click on Property Editor and select Resources in the list of properties
  • Enter the name of the resource file in the text box labeled Resource file

(the filename has to end with ".properties" but the extension should not be entered)

If you do not have the BIRT designer installed, you can open the report file in a text editor and look for the "includeResource" property as shown below and modify its value:

  • <property name="includeResource">BirtReportResource/CollectionSheetReportResources</property>

Parameters that have to be set in the properties file

The Collection Sheet report lets you set certain parameters which are used while rendering the report.

The properties file CollectionSheetReport.properties is in the folder - WEB_INF/classes/org/mifos/application/report/resources/ in the Tomcat mifos folder.

  • The number of signature lines that are displayed on the report can be configured by hiding the unnecessary signature lines. A maximum of 6 signatures can be displayed on any report.

Other Configurations:

  • The announcements image file can be found in - mifos/report/images/announcement.gif in the Tomcat mifos folder.The new image can be overwritten onto this location each time a new report is generated.
  • Digits to be displayed after Decimal: * The number of digits that are displayed after the decimal point in the report can be set in the Birt Report UI - i.e. number formatting option.