Portfolio Summary (PDF)

Portfolio Summary (PDF) produces a formatted, printable snapshot of the savings portfolio - balances, account counts and composition by product and branch - suitable for board packs and management reporting. The wizard lets you scope the report before generating the document.

Workflow

Open Savings > Reports > Print Reports > Portfolio Summary (PDF).
Set the as-of date and any branch or product filters.
Confirm the scope of accounts to include.
Generate the PDF.
Download or print the document for distribution.

Fields reference

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

Field	Type	Required	Description
Report Type `report_type`	Choice: Portfolio Summary, Dormant Accounts, Interest Accrual	Yes	Report Type
Output `output_format`	Choice: PDF Report, View on Screen	Yes	Output
From Date `date_from`	Date	—	From Date
To Date `date_to`	Date	—	To Date
Branch `branch_id`	Link → mfi.branch	—	Branch
Product `product_id`	Link → mfi.savings.product	—	Product

Actions & buttons

Buttons available on this screen and what they do:

Generate Report

Notes & rules

Wizard on mfi.savings.report.wizard producing a PDF.
Formatted portfolio snapshot for board and management reporting.
Scoped by date, branch and product before generation.

Technical model: mfi.savings.report.wizard · Record: Savings Report Wizard

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