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Loan Status Report

The Loan Status Report gives details of all those Group loans that were issued and have outstanding balances on the selected reporting date. 

How do you generate Loan Status Report.

To generate a loan status report you go to Loans/Portfolio reports/Group Members Portfolio Reports/Loan status report a screen like one below appears:

• Reporting Date: Enter the date as at which you would like to generate a report. e.g 31/05/2017.
• From Group No:  Double click on the field provided to enter the loan number for which the Loan Status Report should start and in the "To" section enter the loan number for which the report will stop.
• Each group on separate page:  When this option is checked, the Loan status report will show details of loans issued whereby each group and its members having outstanding balances will be found on a separate page/sheet of paper.  
• Include all Members: When this option is checked the Loan Status report generated will show details of all members in groups who took loans and they have outstanding balances.
• Savings Product: From the drop down, Choose a specific savings product that you want to be reported on or tick the Check for all option to include all products.
• Report currency: From the drop down select the currency in which the report will appear, e.g., "UGX". In case the report has transactions in other currencies too, then LPF will convert all other transactions in to the report currency
• Branch Code: Select a branch for which you want to generate a Loan Status Report. In the example above, we have checked "For all" option to have a Loan Status 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 Loan Status for Members who were handled by the officer selected. In the example, the "For all" option is checked.
• Loan Fund: From the drop down box, select a particular Loan Fund that you want to generate a Loan Status report. The Loan Fund is set at Menu System/Configuration/Funds. In the example, the "For all" option is checked, this is in order to have a Loan Status report of Group Members with outstanding loans to all Loan Funds.
• Geographical Area: From the drop-down select a specific geographical area  that you want to be reported on e.g "Nakawa".These Geographical areas should have been defined under Menu Support Files/Geographical Area's.
• Loan Product: From the drop down box, select a loan Product that you want to generate a Loan Status report. 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 Loan Status report of Group Members for all Loan Products that were offered.
• Business Sector: From the drop down box, select a business sector from which you want to generate a Loan Status report. Depending on what you set at Menu Support files/Business Sector or select " all" option to have a loan Status report of all Group Members with outstanding balances from all sectors in the selected period.
• Cost centre: Choose a specific cost centre  that you want to be reported on from the drop-down or tick the Check for all option to include all cost centres.
• Grouping/Order: Select from the drop down box how the report to be generated will be classified in the column title/heading e.g by "Client name".

• 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 / Client Category 2 and Client Category 3. You may tick the Check for all option to have a report on all options under each client category.

• Loan Category 1: 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 Categories:  Select a particular category of group members from the drop down box or check "For All" option to have Loan Status 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 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 search for information that you need. When you check this option and click ok, a pop up screen will appear. 

• In the pop up screen, select the required filter criteria from the drop down boxes e.g. SECTOR, relational operator e.g. "=" (Equals sign) and the value e.g. Agriculture.
• Click the OK button if all the data entered is sufficient. You will get another pop up information screen showing the filter for the Loan Status report that was selected.  Click on "Yes" button if it is the right filter to generate the Loan Status report.
• When the additional filter option is not selected, we will continue with the details in the first screen and it will be as follows:

Contact LPF live support for more information
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