The Loan History Report gives details of the loan amount that was disbursed, paid and what is outstanding for each loan cycle. It also shows the status of the loan at the given date.
How to view the Loan History report
To view the loan history report you go to Loans/Portfolio Reports/Reports on Repayments/Loan History Report. A screen that looks as follows will appear:
From Loan No. Enter the loan number from which you want your Loan history report to start, e.g., "HO/000008" and in the "to" section, enter the loan number that you want your loan history report to stop, e.g., "HO/000033".
From disbursement date: From the drop down box, select the disbursement date when the report should start, e.g. "01/06/2020" and in To drop down box select the disbursement date when the report should end, e.g., "27/08/2020".
The above can also be done by client name in much the same way.
Geographical area from: Select the starting geographical location of the clients from the drop down box e.g. "unknown" and in the "to" drop down box, enter the last geographical location that you want your loan history report to stop, e.g., "Mutumba". The geographical area can be Districts, County, Sub-County and Parish etc. and should have been set under Support Files ->Geographical Areas.
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 to generate the Loan History report that will look as follows:
Click on the Close button to exit.
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