Branch Comparison

Branch Comparison benchmarks savings performance across branches - total balances, account counts, deposit growth and dormancy - so management can compare branch productivity side by side and target underperforming locations.

Workflow

Open Savings > Reports > Branch Comparison.
Group the savings data by branch.
Select the measures to compare (balances, counts, growth).
Use graph view for a visual branch-by-branch comparison.
Drill into a branch's accounts to investigate outliers.

Fields reference

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

Field	Type	Required	Description
Portal Access URL `access_url`	Text	—	Customer Portal URL
Ledger Balance `ledger_balance`	Money	—	Total balance including holds
Flagged `is_flagged`	Yes/No	—	Flag suspicious or high-risk accounts for review
Member `member_id`	Link → mfi.member	Yes	Member
Product `product_id`	Link → mfi.savings.product	Yes	Product
Company `company_id`	Link → res.company	Yes	Company
Status `state`	Choice: Draft, Submitted, Approved, Active, Dormant, Frozen, Abandoned, Unclaimed	Yes	Status
Access warning `access_warning`	Long text	—	Access warning
Has Message `has_message`	Yes/No	—	Has Message
Account Number `account_number`	Text	—	Account Number
Name `name`	Text	—	Name
Branch `branch_id`	Link → mfi.branch	—	Branch
Currency `currency_id`	Link → res.currency	—	Currency
Product Type `product_type`	Choice: Ordinary Savings, Fixed Deposit, Recurring Deposit, Current Account, Mandatory Savings	—	Product Type
Color Index `color`	Number	—	Color Index
Priority `priority`	Choice: Normal, Important	—	Priority
Kanban State `kanban_state`	Choice: In Progress, Ready, Blocked	—	Kanban State
Application Date `application_date`	Date	—	Application Date
Approved Date `approved_date`	Date	—	Approved Date
Approved By `approved_by`	Link → res.users	—	Approved By
Activation Date `activation_date`	Date	—	Activation Date
Closure Date `closure_date`	Date	—	Closure Date
Closure Reason `closure_reason`	Text	—	Closure Reason
Last Transaction `last_transaction_date`	Date	—	Last Transaction
Dormant Since `dormant_since`	Date	—	Dormant Since
Abandoned Since `abandoned_since`	Date	—	Abandoned Since
Unclaimed Since `unclaimed_since`	Date	—	Unclaimed Since
Available Balance `available_balance`	Money	—	Available Balance
On Hold `hold_amount`	Money	—	On Hold
Locked (Min Balance) `locked_amount`	Money	—	Locked (Min Balance)
Total Deposits `total_deposits`	Money	—	Total Deposits
Total Withdrawals `total_withdrawals`	Money	—	Total Withdrawals
Total Interest Earned `total_interest_earned`	Money	—	Total Interest Earned
Total Fees Charged `total_fees_charged`	Money	—	Total Fees Charged
Accrued Interest `accrued_interest`	Money	—	Accrued Interest
Last Interest Calculation `last_interest_calc_date`	Date	—	Last Interest Calculation
Last Interest Posting `last_interest_posting_date`	Date	—	Last Interest Posting
Effective Rate (%) `effective_rate`	Decimal	—	Effective Rate (%)
Today Withdrawals `daily_withdrawal_amount`	Money	—	Today Withdrawals
Month Withdrawals `monthly_withdrawal_amount`	Money	—	Month Withdrawals
Withdrawals This Month `monthly_withdrawal_count`	Number	—	Withdrawals This Month
Linked Loan `linked_loan_id`	Link → mfi.loan	—	Linked Loan
Nominee Name `nominee_name`	Text	—	Nominee Name
Nominee Relationship `nominee_relationship`	Text	—	Nominee Relationship
Nominee Phone `nominee_phone`	Text	—	Nominee Phone

Actions & buttons

Buttons available on this screen and what they do:

Submit
Approve
Activate
Re-Affirm KYC
Deposit
M-Pesa STK Push
Withdraw
Statement
Passbook
Freeze
Unfreeze
Reactivate
Close Account
Reset

Status lifecycle

Records on this screen move through these statuses:

Draft → Submitted → Approved → Active → Dormant → Frozen → Abandoned → Unclaimed → Closed

Notes & rules

Cross-branch analysis over mfi.savings.account.
Compares balances, counts and dormancy by branch.
Supports branch productivity benchmarking.

Technical model: mfi.savings.account · Record: Savings Account