Cumulative - Cumulative for Active Clients

Cumulative for Active Clients – the report shows the active portfolio on hand for active clients, can be generated by branches, departments, loan officers, loan products, funding sources, and other groupings.

The report interface is as follows:

• Fill in the report date;

• Select the mode with or without off-balance sheet amounts;

• Group by: select the required grouping. For example, if you need information by branches, select Object – Contract, Field – Branch; If you need information by funding sources, select Object – Contract, Field – Funding Source, etc.;

• Filters – if necessary, you can set conditions, for example: by region, branch, litigated/non-litigated, by loan amounts, etc. After selecting conditions, click the "+" button to add a filter;

• Click the "Generate Report" button.

The report form is as follows (by branches):

• Report date;
• Information on the report grouping, in our example: Branch;
• Column with the row number;
• Value – in our example, this is Branch;
• Number of clients – number of active clients;
• Average loan term – average value for loan term (number of installments);
• Issued amount – total issued amount for active clients;
• Amount on hand – balance on Principal amount for active clients;
• Share in % - share as a percentage of the total portfolio (principal amount);
• Average loan amount – average value for loan amount of active clients;

Active client – is a client who has outstanding Principal amount.