Product Analysis (PDF)
The Product Analysis (PDF) wizard produces a formatted comparison of loan products by volume, balance, yield and PAR for a chosen period. It is the printable input to product-committee and pricing decisions.

Workflow
- Open the wizard and select the analysis period.
- Choose which products to include if filtering.
- Run to generate the PDF.
- Review per-product volumes, yield and risk.
- Export for the product committee.
Fields reference
Every field on this screen, drawn from the live data model.
| Field | Type | Required | Description |
|---|---|---|---|
Fromdate_from | Date | Yes | From |
Todate_to | Date | Yes | To |
Productsproduct_ids | Tags | — | Products |
Companycompany_id | Link → res.company | — | Company |
Actions & buttons
Buttons available on this screen and what they do:
- View Report
- Print PDF
Notes & rules
- Model: mfi.product.analysis.wizard (PDF).
- Parameters: period, product selection.
- Output: per-product count, OLB, yield, PAR.
- PDF counterpart to on-screen Product Analysis.
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