Hi Folks, The Mifos team is working to expand the set of standard reports that ship with Mifos. Seems like some of these requests below (list of loans pending approval, etc) could/should be covered by reports. Please let us know your thoughts! If you have actual mock-ups of reports-- even better.
Cheers, Emily > -----Original Message----- > From: Gayl Kennedy [mailto:[email protected]] > Sent: Wednesday, July 14, 2010 6:42 AM > To: A good place to start for users or folks new to Mifos. > Subject: Re: [Mifos-users] search by status > > 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 > >> Mifos- > [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 ------------------------------------------------------------------------------ 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
