Deployment Stage 3: Reports

Goal	Build suite of reports to meet MFI’s operational and financial needs..
Time	Varies depending on number and complexity of reports requested by MFI. For a resource with experience with SQL and knowledge of the Mifos datamodel, one week for simpler reports and two weeks for complex reports.
Staffing	Reporting Specialist
Pre-Requisites	Complete Operational review and Mifos configuration.
Steps:	Review existing reports and identify which ones to replicate Collect requirements for new reports from key stakeholders and build mock-ups Review and prioritize reports based on operational necessity Download and install Mifos Business Intelligence Suite which contains our data warehouse and standard reports in Pentaho. Review existing standard reports and determine which meet needs. Design, develop and validate new reports in Pentaho.
Documentation	Using Standard Reports: Functional Specifications and PDF Samples of Standard Reports in Mifos Mifos Business Intelligence Suite Demo Server: [user id: mifos \| password: testmifos] Installation Documentation for Mifos Business Intelligence Suite Use and understand our standard reports that ship with Mifos Build New Reports Understand the Mifos data schema SQL Repository: Queries submitted by community to help build new reports. Learn how to build new reports Community Report Repository: Browse report templates built by community customers
Resources	View a sample PDF of each standard report in Pentaho or download this BI overview document, containing them all. Listed below are PDF samples of the BIRT standard reports that ship with Mifos.

Downloadable Resources:

General Ledger Summary Report - Standard (.pdf)

Branch Cash Confirmation Report - Standard (.pdf)

Detailed Aging Portfolio at Risk (PAR) Report - Standard (.pdf)

Branch Progress Report - Standard (.pdf)

Collection Sheet Report - Standard (.pdf)