Reports

Reports brings together portfolio analytics and regulatory outputs - PAR, portfolio and officer/product performance, collection efficiency, maturity and concentration analysis, liquidity and stress testing - plus the printable PDF report wizards.

This section covers:

PAR Analysis — PAR Analysis measures Portfolio at Risk, the headline microfinance health metric, by aging the outstanding balance of loans with o
Portfolio Summary — Portfolio Summary aggregates the whole loan book - number of active loans, gross outstanding, disbursed and collected amounts, ave
Officer Performance — Officer Performance ranks loan officers by portfolio size, disbursement volume, collection rate and PAR, giving managers an object
Product Analysis — Product Analysis compares loan products by uptake, outstanding balance, yield and risk (PAR), showing which products grow the book
Collection Efficiency — Collection Efficiency measures how much of what fell due was actually collected, the key operational indicator of repayment discip
Disbursement Register — Disbursement Register analyses funds released over a period by product, branch, officer and channel, providing the volume view of
Maturity Profile — Maturity Profile buckets the outstanding portfolio by remaining time to maturity, showing how much principal falls due in each for
Fee Register — Fee Register is the complete log of fees charged on loans - application, processing, appraisal, insurance and other product fees -
Print Reports — Print Reports holds the formatted PDF report wizards - set the parameters, run, and export board-ready and regulator-ready documen
Concentration Limits — Concentration Limits defines and monitors single-borrower, group, sector and product exposure ceilings against the portfolio, enfo
Liquidity Forecast — Liquidity Forecast projects cash inflows from scheduled repayments against outflows from planned disbursements and obligations to
Liquidity Alerts — Liquidity Alerts surfaces breaches and early warnings raised by the liquidity forecast, such as a projected funding gap or a ratio
Stress Testing — Stress Testing lets risk managers define adverse scenarios and run them against the portfolio to gauge resilience of provisions, c