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Report on Transferred Group Members

This report will enable you to view Group Members that have been transferred from one group to another over a period of time.  You will be able to see the group members new numbers, old and new group names, dates of transfer.

Note that

1. Before you can be able to view the report on Transferred Group Members, you should have transferred group members under Transfer Group Member(s) from one Group to Another.

2. Though this report doesn't give the reasons why a group member was or is transferred these are some of the reasons why a group member will be transferred from one group to another.

3. A group member will have over time moved from one location to another with both locations having the MFI's program such client can change groups.

4. A group may have a borrowing limit than another yet its members have out grown that limit such members can be transferred.

5. A group may face dissolution yet the members want to continue with the MFI such members can be transferred to other groups to continue with the MFI's programs

6. A group member can also request for a transfer to another group for various reasons of convenience

7. A group may split as a result of growth in membership and form a second one some members can be transferred to the second group.

How to view the report on transferred group members

To view the report on transferred group members you go to Clients/Report on Transferred Group Members. A screen like one below will appear:

• Report date from: Specify the period dates for which to report, e.g., "01/06/2020" to "05/06/2020".

• Branch code: Choose the branch code from the drop-down or tick the Check for all Branches checkbox to include all branches.
• Geographical area: From the drop down box, select a particular geographical area that you want to generate a report for. You may tick the Check for all option to have a report on all geographical areas.
• Grouping/Order: Select from the drop down box how the report to be generated will be classified in the column title/heading, e.g, "Loan Product". The report generated will hence be grouped per loan product.
• Report Format: Select from the drop down box the sequence in which the column titles in your report should appear. Loan Performer offers a variety of formats for you to choose from, e.g., "Format (1)".
• Client Category 1: From the drop down box, select a client based on the classification that you made at Menu Support Files Client Category 1 / Client Category 2 and Client Category 3. You may tick the Check for all option to have a report on all options under each client category.
• Member Category 1:  Select a particular category of group members from the drop down box or check "For All" option to have Group Members Outstanding Balances report for all the categories of group members available in the system.  Member Category is set at menu Support Files/Group Member Category 1. This applies to member category 2 and 3.
• Guarantee Items: Select a class of items that were used as security for loans from the drop down box. You may tick the Check for all option to have a report on all the different classes that are available in the system.

Click on the OK command button to view the report which will look like one below:

Click on the OK command button to view the report on transferred members.

Related Topics

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