Summarized Portfolio at Risk Report
The Summarized Portfolio at Risk Report consolidates key portfolio data into a single, unified report, replacing the need for multiple reports. This enhancement allows administrators to analyze risk data more efficiently using flexible filtering options by Branch, Loan Officer and Loan Product
How to Access the Report
- Click the Menu button and navigate to the Reports section.
- Select Loan, then choose the Summarized Portfolio at Risk Report.
- Use the funnel icon to choose Branch, Loan Officer, or Loan Product column to filter the data as needed.
- For example, apply a filter rule like “Contains” with “Central” to view loans specific to the Wakandi Central UG branch.
- Customize your filters based on your reporting needs.
- Click Submit to apply the filters, then choose to view or download the report.
Key Benefits of the Report
- Combines multiple data views into a single, accessible format.
- Provides dynamic filtering for tailored insights.
- Improves efficiency in portfolio risk analysis by eliminating the need for separate reports.