Summarised Portfolio at Risk Report
Initially, three separate reports were anticipated based on client-provided data, each focusing on different aspects of the portfolio. However, to streamline insights, we combined all essential columns into a single, unified report with filtering options by Branch and Loan Officer. This approach enables more efficient and flexible data exploration.
Steps to access the Summarised Portfolio Risk report
- Go to reports
- Click on loan
- then choose Summarised Portfolio At Risk Report
- Click on funnel looking icon for either branch or loan officer column.
- Choose the filter rules to specify what you’re interested in from the report i.e choose “Contains” and “Central” to focus the filter of branch on all those loans that are from the branch having the label Wakandi Central UG
From there you can filter the branch and loan officer of your choice.