Can I suggest calling it expected / due v actual / received?  Demand v
collection is not that intuitive for me.

I would see it as being more useful to include arrears or to have an
additional column for expected total from all prior to current
installment to see any prepayments or arrears.

regards
Gayl

On 15/09/2010, Kay Chau <[email protected]> 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
>
>
>
>
>
>


-- 
Regards
Gayl

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