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Indicators Report

The indicators report provides the most commonly used performance indicators for microfinance institutions. It displays details of performance of various loan/client categories, funds and other monitoring parameters. 

It is therefore the ultimate measure of Institutional Quality for your organisation.

How to view the indicators report

To view the indicators report you go to Loans->Portfolio Reports->Analysis Reports->Indicators Reports. You will get a screen that looks as follows:

• Print report by:  From the drop down box, select the category for which you want the report to be displayed.
  1. If the User defined Loan Category is selected, the Indicators report will show details of organizational performance based on the loan categories as set at Support Files-->Loan Categories. Select from the radio button options the level of loan category that you want to define your report based on, e.g., "First Loan Category". If the Not by Category:  option is selected, the report will show total sums for various parameters not based on any loan category.
  2. If the User defined Client Category is selected, the indicators report will show the details of organizational performance based on the client categories as set at Support Files-_>Clients Categories. Select from the radio button options the level of client category that you want to base your report on, e.g., "First Client Category". If the Not by Category:  option is selected, the report will show total sums for various parameters not based on any client category.
• Loan Category:  Under each level of Loan Category selected above, there are several sub categories falling under each. For example under the First Loan Categorythere could be sub loan categories e.g., "Short Term", "Medium" and "Long Term" loans, The same will apply for Second Loan Category and Third Loan category. From the drop down select a particular sub loan category that you would like to generate a report about.  The indicator report therefore will show details of for example of Loans in Category 1 but of a specified sub classification, e.g., "Short Term Loan".   You can also tick the Check if for all categories option to generate a report for all sub categories found under Loan Category 1.
• Loan Fund:  From the drop down box, choose a Loan Fund for which you want to get an Indicators Report or tick the Check for all funds checkbox to generate a report fro all funds.
• Current Period From: in this field you set the current period range for which the report will be based, e.g., From "01/01/2014" to "31/12/2014"
• Past Period from:For comparison purposes the indicators report also displays figures for the preceding period. In these fields set the date range for the previous period, e.g., From "01/01/2013" to "31/12/2013"
• Male Only:  When this option is checked, the Indicators report will show the performance of Loans/Loan amounts given to only males.
• Female Only:  When this option is checked, the Indicators report will show the performance of Loans/Loan amounts given to only females.
• Not by Gender:  When this option is checked, the Indicators report will show the performance of Loans/Loan amounts given to all members without sub grouping them into males or females.
• Individual Loans Only: Select this option if you want to generate an Indicators Report based on individual loans only.
• Group Loans Only: Select this option if you want to generate an Indicators Report based on group loans only.
• All Loans: When this option is selected, the report generated will display a report based on all individual and group loans.

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 similar to the following:

Quantitative repayment rate refers to the total repayments received in a given period divided by the total loan amount due in the same period.
  Quantitative Repayment rate = Total repayments received / Total loan amount due

Qualitative repayment rate refers to the total repayments received in a given period minus the total prepayment received in the same period divided by the total loan amount due in the that period.
         Qualitative repayment rate = Total repayments received less prepayments/ Total loan amount due

Close the report to exit.

Related Topics

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