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  1. Microfinance / SHG Management
  2. Reports and questions
Reference

Reports for the questions your team asks

Trace instructions, decisions, provider events and account movement exceptions.

Overview
Microfinance / SHG Management · Overview

Microfinance / SHG Management dashboard

This quarter

Member savings in view
6
Decision at in 14 days
3

Loan applications by status

How far records got this quarter

StageReachedStep
Draft48
Under review2246%
Approved1150%
Submitted545%

Requested principal USD by status

Sample totals per stage

10.0k0
10.0kDraft
6.0kUnder review
8.0kApproved
9.0kSubmitted
5.0kPending
Example screen with sample data

More reports

Instruction pipeline List

Group instructions by Status, Organization and Counterparty with requested principal USD.

Review decision history Grouped

Show review decisions by Parent, source revision, Reviewer, Decision and decided at.

Provider outcome trace Grouped

Follow loan applications through application evidence and operation receipts by provider and operation references.

Provider movement exceptions List

List Repayments in Exception by Loan, provider event ID, received at and received USD.

Provider balance snapshots List

Compare repayment schedules by Loan, due date, principal due USD and interest due USD.

Provider account application outcomes List

Group member savings by Status, Organization, savings USD and decision at.

Counterparty account coverage Grouped

Show Borrowers and their loan accounts by Owner, Active, Provider and Currency.

Operation result audit List

List operation receipts by result state, Action, occurred at and expected revision.

Set up Microfinance / SHG Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started