Pentaho Reports in Mifos

With Mifos 2.0.x and above, Mifos supports reports in Pentaho.

Dashboards

Collections and Disbursals Burndown

The Collections and Disbursals Burndown lists all loan payment collections and loan disbursals targeted for today.  Number of Target and Completed Branches, Centers, and Clients are listed, as well as Target Collection Amount and Target Disbursal Amounts are shown.

Expected and Collected amounts for collection are shown with top 5 branches remaining to be collected, and there is a drill down report to the individual groups that need to be collected.  The same is available for Expected Disbursals for the day. Collections is a separate drill down report showing all groups (both that need to be collected and have been collected). Likewise, Disbursals is a separate drill down report showing all groups (both that need to be disbursed and have been disbursed).

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Management Reports

Aging Summary

This report shows a summary of aging and aging brackets for a branch.

Closed Loans

This report shows a list of all loans with Closed Status in Mifos.

Closed Loans Summary per Branch

This report summarizes closed loan statistics for each branch.

Dormant Clients Summary

This report gives a summary of all dormant clients - clients that do not have an active loan for a period of time.

MFI Progress

This report shows a comparison of 2 months specified by the user of the MFI's metrics, arrears, loan balances, etc.  This report can be run down to the branch office level as well.  This report is useful in providing information on progress at the MFI - for example, if they are expanding their outreach at a certain pace, or if their PAR has increased or decreased.  This report can also help the MFI see if certain branch offices are doing better or worse than others.

Loan Officer Detailed

This report allows the MFI to see detailed metrics per Loan Officer, such as the branch offices they have been at, the number of centers they manage, and arrears and loan portfolio information.  This report should be used to assess a LO's performance, and also see key statistics about their management.

Loan Officer Performance Summary (cumulative)

This report allows the MFI to compare Loan Officers by certain measures such as arrears amounts, PAR, etc.  This report helps the MFI assess Loan Officer's performance.  Data shown in this report is cumulative as of end date of report.

Loan Officer Performance Summary (during period)

This report allows the MFI to compare Loan Officers by certain measures such as arrears amounts, PAR, etc.  This report helps the MFI assess Loan Officer's performance.  Data shown in this report is for during the period stated.

Client Exit

This report lists all clients that have been changed to a Closed status in Mifos for a particular branch office or group level, their closed status, reason, notes, and # of loans they had.

PDF Sample: Client Exit (.pdf)

Outreach Summary by Branch

This report shows a summary of outreach numbers of clients, loans, etc by branch.

PPI Data Dump

This report is an export in CSV format that lists all clients with PPI data, details about client, and their PPI scores and likelihoods relevant for their country.

Operational Reports

Active Loans Summary per Branch

This report shows a summary of active loans per branch.

Active Loans by Center, Loan Product, Loan Purpose, and Loan Officer Reports

These reports list informatoin about each active loan by each respective filter.

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Active Loans in their Last Installment

This report shows all active loans that are in their last installment of the repayment schedule.

Balance Outstanding

This report shows outstanding balances of loans or savings accounts based on filters selected, such as office, loan officer, product, and account status, as of a certain date.  It is also possible to group the accounts by group, LO, or branch office, and get totals for each.

Savings Accounts