Overview

The MIS Management Report provides a concise summary of key operational data for the previous month, the current month (to date), and the current day. This includes insights into new clients, loans issued, and loans registered with a Collection Service Provider (CSP).

This document provides a technical guide for the MIS Management Report found within the MAXMONEY platform. Designed specifically for credit providers, this tool allows users to track financial health by comparing daily totals against data from both the current and previous months. The guide outlines the navigation path within the software and details the various export formats available, such as PDF and Excel. It also defines specific data columns, including metrics for client acquisition, capital output, and overdue instalments across different branches. Additionally, the manual explains how to email reports to pre-configured recipients to ensure efficient information sharing. Ultimately, the source serves as an operational manual to help management monitor loan performance and debtor values in real time.

Security and Access

To access this report, your user role must have the MIS Management Report option enabled under the Report section in Role Setup.

To access the report, go to: Reporting > Management > MIS Management Report.

Sorting/Display Order

The information in the report is listed according to the salesperson.

Output Format

You can print, view, or email the MIS Management Report.

• View Online: You can view the report directly within the system.

• Print: Print a physical copy of the report.

• Email: You can email the report to a specific user. Ensure the necessary email address setup is complete for this functionality.

• Spreadsheet (XLS): Click the "XLS: MIS Management Report" hyperlink to open the report in a spreadsheet application (like Excel or Open Office). Once the information is in this format, you can easily sort it to meet your specific business needs.

Columns/Detail

The report provides the following information, broken down by period:

Previous Month

• Name: The name of the branch.

• Total Number of New Clients: The total number of new clients for the previous month.

• Total Number of Active Clients: The total number of active clients for the previous month.

• Total Capital Out: The total capital disbursed for the previous month.

• Total No of Receipts: The total number of receipts for the previous month.

• Total Receipts Value: The total value of receipts for the previous month.

• Total No of Loans: The total number of loans for the previous month.

• Total Loan Value: The total value of loans for the previous month.

• Total Debtors Value: The total value of the debtors book for the previous month.

This Month to Date

• Total No of New Clients: The total number of new clients for the current month (to date).

• Total No of Active Clients: The total number of active clients for the current month (to date).

• Total Capital Out: The total capital disbursed for the current month (to date).

• Total No of Receipts: The total number of receipts for the current month (to date).

• Total Receipts Value: The total value of receipts for the current month (to date).

• Total No of Loans: The total number of loans for the current month (to date).

• Total Loan Value: The total value of loans for the current month (to date).

• Total No Active Loans: The total number of active loans for the current month (to date).

• Total No Active Loans Reg @ CSP: The total number of active loans registered at CSP for the current month (to date).

• Total No Active Loans Instalments: The total number of active loan instalments for the current month (to date).

• Total Active Loans Instalment Value: The total value of active loan instalments for the current month (to date).

• Total No Active Loans Instalments Due: The total number of active instalments due for the current month (to date).

• Total Active Loans Instalment Due: The total value of active instalments due for the current month (to date).

• Total No Overdue Instalment: The total number of overdue instalments for the current month (to date).

• Total Overdue Instalment: The total value of overdue instalments for the current month (to date).

• Total Debtors Value: The total value of the debtors book for the current month (to date).

Today

• Total Number of New Clients: The total number of new clients as of today's date.

• Total Number of Active Clients: The total number of active clients as of today's date.

• Total Capital Out: The total capital disbursed as of today's date.

• Total No of Receipts: The total number of receipts as of today's date.

• Total Receipts Value: The total value of receipts as of today's date.

• Total No of Loans: The total number of loans as of today's date.

• Total Loan Value: The total value of loans as of today's date.

• Total Debtors Value: The total value of the debtors book as of today's date.