{% extends 'base.html' %} {% load humanize %} {% block title %}Reports & Statements Dashboard{% endblock %} {% block extra_css %} {% endblock %} {% block content %}

Reports & Statements

Comprehensive analytics and reporting dashboard

{{ dashboard_data.summary_metrics.total_active_loans|default:0 }}
Active Loans
KES {{ dashboard_data.summary_metrics.total_portfolio_value|default:0|intcomma }}
Portfolio Value
{{ dashboard_data.summary_metrics.collection_rate|default:0|floatformat:1 }}%
Collection Rate
{{ dashboard_data.summary_metrics.loans_due_today|default:0 }}
Due Today

Client Growth & Loan Officer Performance

Track client acquisition and loan officer productivity

๐Ÿ“ˆ View Detailed Report
โŸณ
Total Active Clients
โŸณ
New Clients This Month
โŸณ
Active Loan Officers
โŸณ
Avg Clients/Officer
๐Ÿ“Š
{{ dashboard_data.summary_metrics.total_active_loans|default:0 }}
Active Loans
๐Ÿช™
KES {{ dashboard_data.summary_metrics.total_portfolio_value|default:0|intcomma }}
Portfolio Value
โš ๏ธ
KES {{ dashboard_data.summary_metrics.total_outstanding|default:0|intcomma }}
Outstanding
{{ dashboard_data.summary_metrics.overdue_loans|default:0 }}
Overdue Loans

๐Ÿ“„ Loan Reports

Loans Due Report
View loans due today, tomorrow, and upcoming due dates with borrower contact information.
Delinquent Loans
Track overdue loans categorized by severity (1-30, 31-60, 60+ days overdue).
Loans in Arrears
Detailed analysis of loans with missed payments and arrears calculations.
Portfolio Details
Comprehensive portfolio overview with detailed loan metrics and performance.

๐Ÿ“Š Financial Reports

Processing Fees Report
Total processing fees: KES {{ dashboard_data.processing_fees_current_month.summary.total_processing_fees|default:0|intcomma }}
Loans processed: {{ dashboard_data.processing_fees_current_month.summary.total_loans_processed|default:0 }}
Interest Income Report
Total interest income: KES {{ dashboard_data.interest_income_current_month.summary.total_interest_income|default:0|intcomma }}
Interest bearing loans: {{ dashboard_data.interest_income_current_month.summary.total_loans|default:0 }}
Registration Fees
Total registration income: KES {{ dashboard_data.registration_fees_current_month.summary.total_registration_income|default:0|intcomma }}
Registrations: {{ dashboard_data.registration_fees_current_month.summary.total_registrations|default:0 }}
Collection Performance
Monthly collection rates, payment trends, and recovery performance metrics.

Customer Service

Customer Requests
Pending: {{ dashboard_data.customer_requests_current_month.summary.pending_requests|default:0 }} | In Progress: {{ dashboard_data.customer_requests_current_month.summary.in_progress_requests|default:0 }} | Resolved: {{ dashboard_data.customer_requests_current_month.summary.resolved_requests|default:0 }}
Customer Requests Report
Comprehensive analytics on customer service requests, resolution times, and performance metrics.
Record Fee Payment
Record registration fee payments and generate receipts for customer transactions.
Outstanding Loans
Detailed view of all loans with outstanding balances and payment tracking.

โšก Quick Actions

API Dashboard Legacy Dashboard ๐Ÿ“Š Loan Analytics โš™๏ธ Admin Panel
{% endblock %}