Portfolio Summary (PDF)

The Portfolio Summary (PDF) wizard generates a formatted snapshot of the loan book - outstanding balances, active counts, disbursed/collected and key ratios - for a chosen period and scope. It is the standard printable management report.

Workflow

Open the wizard and select the reporting period.
Apply branch/product/officer scope filters as needed.
Run to produce the PDF summary.
Review totals and ratios.
Export or print for distribution.

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.portfolio.summary.wizard (PDF).
Parameters: period, scope filters.
Output: portfolio totals, ratios, composition.
PDF counterpart to on-screen Portfolio Summary.

Technical model: mfi.portfolio.summary.wizard · Record: Portfolio Summary Report

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