Hi folks
We are working on building this report. The report will show demand vs
collected amounts (principal and interest) per day either branchwise or
LO-wise.
Link to mockups are here:
http://dl.dropbox.com/u/5083125/Demand%20vs%20Collection%20Reports.xlsx
A couple of questions on how people would like to view this report
1) You will be able to see a dropdown of Loan Officers to pick from
when running the report. Would it be more beneficial to see all LO's
ever in that branch - this would allow you to run a report for a LO that
has left, or would it be more probable that you would run the report for
an active LO to view information on demand vs collection?
2) Demand Principal- is this value expected principal or expected +
overdue principal.
a. IE, if today a LO was supposed to collect 500 in principal, and
only 200 of it was paid. When running the report for next week's
meeting, do you expect to see a value of 800 (that day's expected +
overdue) or continue to see only 500?
3) Same for Demand Interest as above
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