Thanks Sam. I would have thought a simple query to pull back all clients pending approval or all loans pending approval or all loans in bad standing or all accounts which are dormant would be very useful so I will log a request for it.
I had forgotten about bulk approval for loans but I am trying to plan for the potential manual data entry of 1200 client records so I want to ensure none get left unapproved. I know Ryan recommended allowing the data entry person approve it directly but I am not confident in their typing skills so would rather have a review in place. Regards Gayl On 14/07/2010, Sam Birney <[email protected]> wrote: > > Hi Gayl, > > With the bulk approval feature you can see all loans pending approval > per loan officer. Other than that, I don't know of any built-in or > standard reports that show all loans of a certain status as you point > out. > > I think you are probably right that everyone ends up writing their own > versions of queries like this. For example, we made a query for the > finance department that shows all the loans that are ready to be > disbursed (application approved status). I wonder how other MFIs know > which loans to disburse? Maybe the workflow is so different it would > not be relevant? > > Sam > > On Jul 13, 5:20 pm, Gayl Kennedy <[email protected]> wrote: >> I have looked at the shared reports section onwww.mifos.organd at >> the standard reports as provided by Edward Cable and I don't see one >> to pull back all accounts or indeed clients/groups of a certain >> status. I am thinking of all accounts (client/loan) etc pending >> approval and all in arrears. I see a need for this especially when >> entering in all existing details to our new system. >> Has everyone just written their own sql queries to do this? >> Or is it worth logging as an enhancement request to get this >> functionality added? >> -- >> Regards >> Gayl >> >> --------------------------------------------------------------------------- >> --- >> This SF.net email is sponsored by Sprint >> What will you do first with EVO, the first 4G phone? >> Visit sprint.com/first --http://p.sf.net/sfu/sprint-com-first >> _______________________________________________ >> Mifos-users mailing list >> [email protected]https://lists.sourceforge.net/lists/listinfo/mifos-users > > ------------------------------------------------------------------------------ > This SF.net email is sponsored by Sprint > What will you do first with EVO, the first 4G phone? > Visit sprint.com/first -- http://p.sf.net/sfu/sprint-com-first > _______________________________________________ > Mifos-users mailing list > [email protected] > https://lists.sourceforge.net/lists/listinfo/mifos-users > -- Regards Gayl ------------------------------------------------------------------------------ This SF.net email is sponsored by Sprint What will you do first with EVO, the first 4G phone? Visit sprint.com/first -- http://p.sf.net/sfu/sprint-com-first _______________________________________________ Mifos-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/mifos-users
