Loan Cirrus facilitates the generation of various reports. To generate a report, click

then select a category of report from the options provided via the tabs displayed, as seen below.

Currently there are three categories of reports to choose from; namely Organizational Reports, Performance Reports and Risk Reports.

ORGANIZATIONAL REPORTS

Organizational Reports are further separated into Gross Loan Portfolio Reports and Client based reports.

Select the date range (see Date pickers/calendars) for the desired report then click

When a “Gross Loan Portfolio” report is generated, a table of all loans for the selected date range will be rendered, as seen below.

The user may click on a loan to view its details. This table may be filtered by Branch, Product or Loan Officer.

When a “Client” report is generated, a table listing all clients will be rendered, as seen below.

The user may click on a client to view details. This table may be filtered by State or Gender.

PERFORMANCE REPORTS

Performance reports are further separated into Earnings, Disbursed Loans, Average Loan Balance and Projected Interest Earning reports.

Select the date range (see Date pickers/calendars) for the desired report then click

When a “Earnings” report is generated, a table listing the principal, interest and penalties collected for all loans for the selected date range will be rendered, as seen below.

The user may click on a loan to view its details. This table may be filtered by Branch, Product or Loan Officer.


When a “Disbursed” loans report is generated, a table listing all disbursed loans for the selected date range will be rendered, as seen below.

The user may click on a loan to view its details. This table may be filtered by Branch, Product or Loan Officer.

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