Print Reports
Print Reports holds the formatted PDF report wizards - set the parameters, run, and export board-ready and regulator-ready documents covering portfolio, PAR, performance, collections, disbursements, maturity and statutory returns.
This section covers:
- PAR Aging (PDF) — The PAR Aging (PDF) wizard produces a formatted Portfolio-at-Risk aging report for a chosen date and scope, banding overdue balanc
- Portfolio Summary (PDF) — The Portfolio Summary (PDF) wizard generates a formatted snapshot of the loan book - outstanding balances, active counts, disburse
- Officer Performance (PDF) — The Officer Performance (PDF) wizard renders a printable league table of loan officers by portfolio, disbursement, collection and
- Product Analysis (PDF) — The Product Analysis (PDF) wizard produces a formatted comparison of loan products by volume, balance, yield and PAR for a chosen
- Collection Efficiency (PDF) — The Collection Efficiency (PDF) wizard generates a printable report of collected-versus-due performance for a period, broken down
- Disbursement Register (PDF) — The Disbursement Register (PDF) wizard renders a formatted listing of loans disbursed in a period, with amounts, channels and refe
- Maturity Profile (PDF) — The Maturity Profile (PDF) wizard produces a printable maturity ladder of the portfolio, bucketing outstanding principal by remain
- CBK Classification (PG/04) — The CBK Classification (PG/04) wizard generates the loan-classification return in the prudential format, grading every facility as
- Large Borrowers — The Large Borrowers wizard lists exposures exceeding a defined threshold (for example a percentage of core capital) for the single
- SASRA Returns — The SASRA Returns wizard compiles the statutory periodic returns required by the SACCO regulator, drawing portfolio, classificatio
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