Improved Summarized PAR Report

ByWinnie Odero

We’ve enhanced the Summarized PAR Report by introducing a Date Filter and refining the Total Overdue field to ensure it accurately reflects overdue amounts—just like in the detailed PAR report.

This update ensures consistent and reliable data, making your portfolio tracking more precise and insightful!

Steps to access Summarized Portfolio At Risk Report

  1. Click on reports on your left hand side.
  2. Click on loan under reports.
  3. All the loan reports will display, click on Summarized Portfolio At Risk Report.
    You will be able to view and download the report showing the date filter which has been implemented.

To view the Total Overdue field scroll to the right you will be able to view the Total overdue column as shown below.

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