NOTE: From Mifos 2.4.0, the following Pentaho reports are directly embedded in Mifos and be run from Reports tab:
Active Loans Summary per Branch
Active Loans by Center
Active Loans by Loan Product
Active Loans by Loan Purpose
Active Loans by Loan Officer
Active Loans in their Last Installment
Branch Expected Cash Flow
Center Collection Sheet
Group Collection Sheet (M-PESA)
Loan Ageing Report
Loans Pending Approval
Loans to be Disbursed
Mifos Transactions - Detailed
Mifos Transactions - Summary
Overdue Mature Loans
Written Off Loans
Balance Outstanding (DW)
Balance Outstanding By Source Of Funds (DW)
Due Vs Collected Branch (DW)
Due Vs Collected Center (DW)
Due Vs Collected Officer (DW)
Loan Classification Product (DW)
Loan Officer Detailed (DW)
Loan Officer Performance Summary Cumulative (DW)
Loan Officer Performance Summary Period (DW)
Closed Loans Summary per Branch
Dormant Clients Summary
Funds Movement (DW)
MFI Progress (DW)
Please note that reports with (DW) are reports based on Data Warehouse and ETLReportDWTaskJob batch job should be run first in order to see the changes in the generated report.
Once Mifos Business Intelligence is installed, follow these instructions to select and run reports:
Each report has a different number of parameters which can be selected to filter the data displayed in the report. These filters and parameters were created when building the original report and can only be customized through the Pentaho Report Designer.
We will go through several reports to show an example of creating a report in each of the different formats.
Generating a Report in PDF format
PDF format is good when you simply need to view the data of the report or share it with an external audience and do no further data manipulation.
This example will show how to generate a PDF of the Balance Outstanding by Source of Funds report, showing balance outstanding and other figures per source of funds in Mifos.
PDF will be generated in the same tab. Pressing Clear Report will clear out the report and allow you to generate it once more with different parameters in the same tab.
*Note: When attempting to save the report, some browsers like Chrome might not display the full Adobe Reader toolbar and you may need to right-click the report itself to bring up the "Save As" option.
Running a report in Excel format is good for sets of data that you need to sort, manipulate, or analyze further.
This example will show to how generate an Excel spreadsheet of the Mifos Transactions - Detail Report, a report can be run at the end of day to display all transactions made in Mifos that day. This report shows each detailed transaction. This report is useful for reconciliation with accounting and a good example of a report to be generated in Excel.
This report displays every transaction in Mifos; if a small date range or applicable filters or not selected, it can be a very lengthy report.
Running a report in HTML format is good for viewing or embedding the report in another web page or web application.
This example will show how to generate an HTML version of the MFI Progress report which shows a comparison of 2 months specified by the user of the MFI's metrics, arrears, loan balances, etc. This report is useful in providing information on progress at the MFI - for example, if they are expanding their outreach at a certain pace, or if their PAR has increased or decreased.
There has been error in communication with Booktype server. Not sure right now where is the problem.
You should refresh this page.