Group Performance

A wizard reporting on group health, covering attendance, contributions, membership and arrears across solidarity groups. It helps officers and managers identify weak groups before they default and recognise high-performing ones, central to managing joint-liability lending.

Group Performance
Group Performance — live screen from the BridgeERP MFI Suite.

Workflow

  1. Go to Reports then Group Performance
  2. Pick the branch, period and groups to include
  3. Run the wizard to compile group metrics
  4. Identify groups with poor attendance or low contributions
  5. Export the report for field-officer follow-up

Fields reference

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

FieldTypeRequiredDescription
From
date_from
DateFrom
To
date_to
DateTo
Branch
branch_id
Link → mfi.branchBranch
Group
group_id
Link → mfi.member.groupGroup

Actions & buttons

Buttons available on this screen and what they do:

  • Print PDF

Notes & rules

  • Wizard model mfi.group.performance.wizard
  • Aggregates attendance, contributions, arrears
  • Flags weak vs strong groups
  • Built on group meeting/attendance/contribution data

Technical model: mfi.group.performance.wizard · Record: Group Performance Report Wizard

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