Group reports

Overview

Group reports give clear information about how each group is doing, helping admins make better decisions, ensure transparency, spot trends, and track performance over time. Below are the procedures to access the group report

Steps to Access Group Reports:

1. Go to the Menu: Navigate to the “Reports” section.
2. Select Loan Reports: Click on the “Loan” button to access the loan reports.
3. Choose a Report: Pick the desired group loan report, such as:
   • Active Loan Report
   • Loan Aging Report
   • Paid-off Loans Report
   • PAR Report
   • Deferred Interest Report
   • Accrued Interest Report
4. Set Date Range: Filter the report by the specific date range you want to view.
5. Select Group: Choose the group you want to get the report for.
6. Download the Report: Download the report in your preferred format (PDF, CSV, or Excel).

Group Names In Reports

In addition to the above, a column titled Group that contains the group’s name has been added to all Group Loans Report.

Purpose;
1. Easy to Spot: Find out which loans belong to which group in a second.
2. Better Insights: Makes your reporting even smoother.