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Table of Contents (Online Help)

Amount per Group Member Report

This report shows details of the loan amounts that were borrowed by group member clients only from the time of first registration.

How to access the Amount per group member report

To access this report, go to Loans/Portfolio Reports/Group Members Portfolio Reports/Amount per Group Member Report and the following screen appears:

• From Loan No:  Enter the loan number for which the Amount per Group Member report should start e.g. KA/00020 and in the "To" section enter the loan number for which the report will stop e.g. KA/00038 as seen in the screen above. This will show all Loan amounts taken by each member for that loan number.
• All Loans:  When this option is selected, then the Amount per Group Member report will show all the loan amounts that were taken by all client group members from the period of first application.   
• Branch Code: Select a branch for which you want to generate a report. In the example above, we have checked "For all" option to have Amount per Group Member report for all branches.
• Credit Officer:  Select from the drop down box a particular credit officer whom you want to generate a report about, this may be to see the Loan Amounts per Group Member report of clients who were handled by that officer selected. In the example, the "For all" option is checked, this is in order to have a report on all Loan Amounts per Group Member.
• Loan Fund: From the drop down box, select a particular Loan Fund that you want to generate the Amounts per Group Member report i.e. to know how a particular loan fund was utilized. The Loan Fund is set at Menu System/Configuration/Funds. In the example, the "For all" option is checked.
• Geographical Area: From the drop down box, you can select to generate Amounts per Group Member report basing on the actual locations of the clients. For example Districts, County, Sub-County and Parish as specified in your settings under Menu Support Files/Geographical Area's. In the example in the first screen of this page, the "For all" option is selected in order to have a Amounts per Group Member report for clients from all geographical areas.
• Loan Product: From the drop down box, select a loan Product that you want to generate a report about. The Loan product depends on what was set at Menu System/Configuration/Products. You may have Loan Products like School Fees Loans, Agricultural Loans etc. In the example above, the "For all" option is selected in order to have Amounts per Group Member report for all Loan Products.
• Business Sector: From the drop down box, select a business sector for which you want to generate the Amounts per Group Member report. This can be Agriculture, Industry, Services or any other depending on what you set at Menu Support files/Business Sector. In the example above, the "For all" option is selected to have a Loan Amounts per Group Member report for all business sectors in the selected period.
• Grouping/Order: Select from the drop down box how the report to be generated will be classified i.e. in the column title/heading. In the first screen on this page, Group by Client Name is selected.
• Report Format: Select from the drop down box the sequence in which the column titles in the Loan Amounts per Group Member report will appear.  In the first screen on this page, the first option is selected.
• Member Category 1:  Select a particular category of group members from the drop down box or check "For All" option to have Loan Amounts per Group Member 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.

• 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. In the example, the "For all" option is checked. The same applies for Client Category 2 and client Category 3.
• Loan Category 1: From the drop down box, select a classification of a loan that you made at Menu Support Files/Loan Category 1, it may have been a long term loan, short term loan etc. In the example, the "For all" option is checked. The same applies for Loan Category 2 and Loan Category 3.

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

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