Collection Efficiency (PDF)

The Collection Efficiency (PDF) wizard generates a printable report of collected-versus-due performance for a period, broken down by officer or branch. It documents repayment discipline for management and incentive review.

Workflow

Open the wizard and set the collection period.
Scope by branch or officer as needed.
Run to produce the PDF.
Review the efficiency ratios and shortfalls.
Export for management review.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
From `date_from`	Date	Yes	From
To `date_to`	Date	Yes	To
Branches `branch_ids`	Tags	—	Branches
Company `company_id`	Link → res.company	—	Company

Actions & buttons

Buttons available on this screen and what they do:

View Report
Print PDF

Notes & rules

Model: mfi.collection.efficiency.wizard (PDF).
Parameters: period, scope.
Output: collected/due ratios by group.
PDF counterpart to on-screen Collection Efficiency.

Technical model: mfi.collection.efficiency.wizard · Record: Collection Efficiency Report

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