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Table of Contents (Online Help)

Performance Monitoring Report

This report allows a user to monitor the performance by months of an MFI for a given/ selected year for different indicators like portfolio numbers, sizes and quality.

This portfolio Analysis report can be used to make a pair-wise comparison of months of the same year and analyze the trend or even same months of different years to study specific trends in the business.

How to view Performance Monitoring Report

To view the report on Performance Monitoring Report go to Loans/ Analysis Reports/Performance Monitoring Report. A screen like one below will appear:

The Performance Monitoring Report will give details of:

To get to this screen, go to Menu Loans/Portfolio Reports/Group Members Portfolio Reports/Performance Monitoring Report. You will get a screen that looks as follows;

• For which month?  From the drop down box select the month for which to generate a performance monitoring report. In the screen above, December is selected.
• For which year?  Select the actual year for which to generate the Performance monitoring report by scrolling up/down. In the screen above 2008 is selected.
• Branch Code: Select a branch for which you want to generate a Performance Monitoring Report. In the example above, we have checked "For all" option to have a 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 Performance Monitoring Report 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 Performance Monitoring 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 Performance Monitoring Report on all loans got or paid into or out of all Loan Funds.
• Geographical Area: From the drop down box, you can select to generate a Performance Monitoring Report basing on the actual locations of the Members. 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 Performance Monitoring Report for clients from all geographical areas.
• Loan Product: From the drop down box, select a loan Product that you want to generate a Performance Monitoring 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 Performance Monitoring Report under all Loan Products that were offered.
• Business Sector: From the drop down box, select a business sector from which you want to generate a Performance Monitoring 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 Performance Monitoring Report from all sectors in the selected period.

• Grouping/Order: This option is read only. You can not enter any data.
• Report Format: Select from the drop down box the sequence in which the column titles in your report will appear. In the screen above, the first option has been selected.
• Member Category 1:  Select a particular category of group members from the drop down box or check "For All" option to have a Performance Monitoring 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: From the drop down box, select a classification of a loan that you made at Menu Support Files/Loan Category 1, it may have been a long term loan, short term loan etc. In the example, the "For all" option is checked. The same applies for Loan Category 2 and Loan Category 3.

Click the Ok button to generate the report that will look like one below:

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