Hi Zayyad,

Yes it can be built in Pentaho.

If you are not familiar with Pentaho Reporting yourself there are a
number of people on the developers list who are (can't talk for them
but I think most would do it as paid work... Conflux, Sol Develo,
Sungard and others have all done this type of work) and they would be
the best way forward.

I assume, right now, it would be run from the Pentaho Server console.
I guess, work-wise it breaks down into
1. the sql
2. the pentaho report
3. whether you want a nicer parameter input in the pentaho server
console or are happy with what pentaho reporting gives out of the box.

So, if you are comfortable say with doing the sql then it reduces the
effort involved but it might be worth asking for 'quotes' for the full
job.


John

On Tue, Apr 24, 2012 at 6:45 AM, Intrasoft Technologies
<intras...@saidskenya.com> wrote:
> Hi John;
>
> I hope this finds you well, one of our clients has asked for status report
> for her clients.
>
> The format of the report should look like the attached report, I have
> defined each column below  starting from left:
>
>
> Column 1 -  Customer Name i.e name of the borrower within the group.
> CID - Customer ID
> Product ID - Loan Product Short Code
> Feeder Acc - Debit Account ID (this will not apply to Mifos currently)
> Installment (Number and Pending Installments)
> Face Value - Original Loan Amount
> Scheduled Amt - Installment Amount
> Arr/Pre - Arrears or Prepayment (Arrears in bracket)
> No. of Arr/Pre - Number of installments in arrears or prepaid.
> Loan Amt Due - Amount due now.
> Loan Amount Paid - Total Loan Paid
> Pay Off - Outstanding balance to clear the whole loan
> LSF Acc - Mandatory Savings Account ID
> LSF Paid - Amount Due in Mandatory Savings AC
> LSF Bal - Balance in Mandatory Savings Ac
> Hazina Acc - Voluntary Savings Acc if any
> Hazina Paid - Balance in Voluntary Savings.
>
>
> The report can be generated anytime, the criteria to select should be:
>
>  Branch
> Officer i.e. Finance Partner in the attached report
> Group Name
>
> Is it possible to incorporate this report into Pentaho? What would be
> required?
>
> Kindly advise.
>
> Thanks.
>
>
>
>
> --
>
>
>
> --
> ******
> INTRASOFT TECHNOLOGIES | B8, KIGLESS HSE MOI AVENUE
> P.O. BOX 82298 - 80100 Mombasa Kenya.
> Tel: +254 20 267 0011 / Cell: +254 734 138478
> Email: intras...@saidskenya.com

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