Hi Kay,
As per my understanding the layout shows that the data regarding the
Demand and Collection, there is no question of overdue.
As per the term Demand versus Collection is to be concerned the date
parameter never to be a feature date.
According to the report layout (shown in excel), the user wants to both
the Branch and Loan Officer should be multi select.
So that the user can generate the report for different Branch or LO by
selecting more than one items simultaneously.
On Wed, Sep 15, 2010 at 6:28 AM, Kay Chau <kc...@grameenfoundation.org>wrote:
> 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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--
*Regards*
Pradeep Panda.
MIS Executive
Adhikar Microfinance Pvt. Ltd.
*Cell:* 09338430676
*Web*: www.adhikarindia.org
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