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Disbursement Report

The disbursement report gives details of the loans that were paid out to Loan Applicants after approval for the selected period of time.

How to view the Disbursement Report

To view the Disbursement report you go to the Loans/Portfolio Reports/Disbursement Report and a screen like the one below shows up:

Here you have to select the field in the Filter Criteria and also choose a Relational Operator, in the example above we checked "=" (the equals symbol). This symbol means the name will be equal to the Value selected.
In the screen above, the filter criteria selected is Loan number and the number selected is KA/000013 and Interest amount. This means that the report to be generated will be for "Loan number KA/000013" and / or "Interest amount of 180,000".

Click the Ok command button which will get you a pop up screen that will give you a summary of the filter options that you selected as below:

Click the Yes command button to generate a report on outstanding balances as below:

When you do not select the additional filter option, you will continue with the details in the first screen and it will be as follows:

Specify the loan type to report on, i.e., "Individual Loan", "Group Loan"

or select the All radio button to include all loans types.  

Select any other required additional options or use the default selections. For additional information on these options you can refer to Portfolio Report Formats.

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

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