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Deleted Loans/Repayments Report

You will be able to generate a report on all the loan transactions that were deleted at various stages.

How to view the Deleted Loans/ Repayments Report

To get to this point go to Loans/Portfolio reports/Analysis Reports/Deleted Loans/Repayments a screen like one below appears:

• Date of deletion from:  Enter the starting date of when you want to have the report to show the deleted loans e.g. 01/12/2017.  In the "to" box, enter the date on which you want the report on deleted loans/repayments to end e.g. 01/12/2017.
• Deleted Approvals Only:  When this option is selected, you will have a report on all those loans that were deleted after being approved.
• Deleted Disbursements Only:  When this option is selected, you will have a report about those loans that were deleted only after disbursement.
• Deleted Loans Only:  When this option is selected, you will have a report on all those loans that were deleted wholly i.e. after approval and disbursement.
• Deleted Repayments Only:  When this option is selected, you will be able to generate a report of all those loan repayments that were deleted during the period selected.
• 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 deleted loans/repayments 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 deleted loans/repayments 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 deleted loans/repayments.
• Loan Fund: From the drop down box, select a particular Loan Fund that you want to generate a report about deleted loans/repayments. Here you just see the deleted loans/repayments report against a particular fund selected. 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 a deleted loans/repayments 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 deleted loans/repayments 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 a deleted loans/repayments report for all Loan Products.
• Business Sector: From the drop down box, select a business sector from which you want to generate a deleted loans/repayments 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 report of all deleted loans/repayments for various 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, client name is selected.
• Report Format: Select from the drop down box the sequence in which the column titles in your deleted loans/repayments report will appear.  In the first screen on this page, the first option is selected.
• 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.
• Guarantee Items: Select a class of items that were used as security for loans from the drop down box. These are set at Menu Support Files/ Loan Guarantee Items.

• Additional filtering options? : This option is used to get a particular field or specification that you want. It helps you to narrow down the search for information that you need. When you check this option and click ok, a pop up screen will appear. This screen will look as follows;

• In the pop up screen, select the required filter criteria from the drop down boxes e.g. REASON, relational operator e.g. "=" (Equals sign) and the value e.g."Refund" and the Header will as "Printed for REASON=REFUND".

Click the OK button if all the data entered is sufficient. You will get another pop up information screen giving showing the filter selected for the deleted loans/repayments report to be generated.

Basing on the above filter Click the Yes button if it is the right filter. You will be able to generate a deleted loans/repayments report according to the selection above. The report generated will look as follows;

If the “Additional filter option” is activated the report will be as follows:

• Detail: Select this option when you want much information about the deleted loans/repayments report. Basing on the options selected in the first screen, you will generate a report that looks as follows:
• Summary: When this option is selected; it shows only the total amounts for deleted loans/repayments.
• View:  If you want to look at the soft copy (on your computer) of the deleted loans/repayments, then this option should be selected.
• Print: If you want to look at a hard copy (on paper) of the deleted loans/repayments, then this option should be selected.
• Report PDF File Format: Select this option if the report to be generated is to be displayed in Portable Document File Format.
• Report XLS File Format: Select this option if the report to be generated is to be displayed in Excel File Format.
• Report DBF File Format: Select this option if the report to be generated is to be displayed in Database File format.
• Create Graph: Select this option if the report to be generated is to be displayed on a chart.
• Individual Loans Only: Select this option if the report to be generated is for only the deleted loans/repayments for clients who registered as individuals.
• Group Loans Only: Select this option if the report to be generated is for the deleted loans/repayments for clients who are found in groups.
• All Loans: When this option is selected, the report generated will display all the deleted loans/repayments for both Individual loans and Group Loans.
• All Pages: Check this option to print all the pages of the deleted loans/repayments.
• Pages: You can select a specific range of pages to be printed for the deleted loans/repayments.

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