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Group Members Repayment Report

The group members repayment report enables one to get details regarding repayment for loans taken by group members who are tracked at group member level and members can get individual loans.

How to view the Group Members Repayment Report

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

• From Loan No.  Enter the loan number from which you want your Loan history report to start, e.g., "KA/000001" and in the "to" section, enter the loan number that you want your loan history report to stop, e.g., "KA/000038".

• Report Currency: From the drop down list select the currency in which the report should appear, e.g., "UGX".

Note that Loan Performer offers the flexibility of displaying the report in different currencies.

• 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 a Group Member 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 Group Member 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 Group Member Repayments for all credit officers who handled Repayments of group members.
• Loan Fund: From the drop down box, select a particular Loan Fund that you want to generate a Group Member Repayments report about i.e. to know how much money was got from a particular loan fund. 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 Group Member Disbursements 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 Group Member 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 Group Member Repayments report for all Loan Products.
• Business Sector: From the drop down box, select a business sector for which you want to generate a Group Member 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 Group Member Repayments 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 Group Member Repayments 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 Group Member Repayments 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 1,2&3: From the drop down box, select a classification of a loan that you made at Menu Support Files/Loan Category 1 / Loan Category 2 and Loan Category 3. You may tick the Check for all option to have a report on all options under each loan category.
• Member Loan Category 1&2: From the drop down select a particular members Loan category that you want the Group Members Repayment Report to generate e.g "Urban". Member loan category is set at menu Support Files/Group Member Category 1. This applies to member loan category 2 and 3
• 
• Additional filtering options?: This option is used to get a particular field or specification that you want. It helps you to narrow down the information that you need. When you check this option and click ok, a pop up screen will appear that looks as follows:

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 LNR will be equal to the Value selected.
In the screen above, the filter criteria selected is KA/000038 and the value of the loan selected is 1,200,000.

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.

Click the Yes command button to generate a report on group members repayment report which will look like one below:

Note:
1. This report is for only group type client. For additional information on these options you can refer to Portfolio Report Formats.
2. 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:

Related Topics

Related Topics

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