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 and Loan Officer.

How to Access the Report

  • Navigate to the Reports section.
  • Click on Loan and select Summarised Portfolio at Risk Report.
  • Use the funnel icon in the Branch or Loan Officer column to filter the data.
    • For example, apply a filter rule such as “Contains” with “Central” to view loans specific to the Wakandi Central UG branch.
  • Customize your filter to focus on specific branches or loan officers as needed.

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.

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