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Planned Reports for 1.1 - to be built in BIRT
Standard Reports:
| 1.1 | Report Name | In JR-1.0? | 1.1 Developer | Status |
|---|---|---|---|---|
| Y | Collection Sheet Report | Yes | TW Bangalore | Complete |
| Y | Branch Cash Confirmation Report | Yes | TW Bangalore | Complete |
| Y | Branch Report | Yes | TW Bangalore | Complete |
| N | Aging Portfolio at Risk | No | TW China | In Dev |
| N | Financial Indicators | No | Bart | Complete |
| N | Loan Status Report | No | In Dev | |
| N | Clients without Loans Report | Yes | ||
| N | Loans by Gender | Yes | ||
| N | Client Drop Out Report | |||
| N | Delinquent Portfolio | |||
| N | Active Loans by Loan Officer | No | TW China | Required Add'l Dev |
| N | PPI Report | |||
| N | Loans in Disbursement Pipeline | No | Bart | In Dev |
Reports printed from Loan Account Page (Enda-Only):
| Report Name | In 1.0? | 1.1 Developer | Status |
|---|---|---|---|
| Voucher (Enda) | No | Oxia | In Test |
| Payment book (Enda) | No | Oxia | In Test |
| Disbursal receipt (Enda) | No | Oxia | In Test |
| Payment receipt (Enda) | No | Oxia | In Test |
Open Tasks to Complete Reporting for v1.1:
- Review 4 v1.1 Reports with Customer - Beth - June 4
- Update Collection Sheet Report, Branch Cash Confirmation Report, and Branch Report based on Customer Feedback - Beth and TW Bangalore - June 10
- Create GK specific collection sheet report - Beth and TW Bangalore - June 13
- Complete Financial Indicators Report - Bart - May 23
- Test 4 v1.1 Reports - QA - June 12
- Update Reports based on PM/QA Feedback- TW/Bart - June 19
- Complete Testing/Dev cycle - QA/Beth/TW/Bart
- Resolve Collection Sheet batch job issue - TW/Beth - June 12
- Open Estimates: 5 days for PAR, 4 days for Active Loans by Loan Officer, 5 days to iterate on Collection Sheet Report for GK
Post 1.1:
- Gather requirements for additional reports needed by GK and Jitegemea - Beth/Bart
- Build out additional reports - Bart
- Complete sample DW report for Financial Indicators - Beth/Bart
- Send email to community about DW status, sample, and plans
Download Latest Report Templates:
CollectionSheetReport.rptdesign
View Latest Example PDFs?:
DetailedAgingPortfolioAtRisk.pdf (As of June 5, 2008)