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

Reports & Statements Dashboard

Comprehensive analytics and reporting for loan management {% if is_admin %} {% if selected_branch_id %} 🔍 Filtered: {% for branch in all_branches %}{% if selected_branch_id|stringformat:"s" == branch.id|stringformat:"s" %}{{ branch.name }}{% endif %}{% endfor %} {% else %} 🌐 All Branches {% endif %} {% endif %}

{% if is_admin %}
{% endif %} Last Updated: {% now "M d, Y H:i" %}

📊Portfolio Overview

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

Loans Due Today

View All
{{ dashboard_data.summary_metrics.loans_due_today|default:0|floatformat:0 }}
Due Today
{{ dashboard_data.summary_metrics.overdue_loans|default:0|floatformat:0 }}
Overdue
{% if dashboard_data.loans_due_today.loans %}

{{ dashboard_data.loans_due_today.loans|length }} loans require attention

Daily: {{ dashboard_data.loans_due_today.daily_count|default:0 }}
Weekly: {{ dashboard_data.loans_due_today.weekly_count|default:0 }}
📅 Monthly: {{ dashboard_data.loans_due_today.monthly_count|default:0 }}
{% else %}

✓ All loans are up to date!

{% endif %}

âš ī¸Delinquent Loans

View All
{{ dashboard_data.delinquent_loans.summary.mild_delinquent_count|default:0 }}
1-30 Days Overdue
{{ dashboard_data.delinquent_loans.summary.moderate_delinquent_count|default:0 }}
31-60 Days Overdue
{{ dashboard_data.delinquent_loans.summary.severe_delinquent_count|default:0 }}
60+ Days Overdue
{% if dashboard_data.delinquent_loans.daily_critical_count > 0 %}
đŸ”Ĩ {{ dashboard_data.delinquent_loans.daily_critical_count }} Daily Payment{{ dashboard_data.delinquent_loans.daily_critical_count|pluralize }} Critical!
Immediate attention required
{% endif %}

đŸĒ™Processing Fees (Current Month)

📊 View Report
KES {{ dashboard_data.processing_fees_current_month.summary.total_processing_fees|default:0|floatformat:0|intcomma }}
Total Fees
{{ dashboard_data.processing_fees_current_month.summary.total_loans_processed|default:0 }}
Loans Processed

Interest Income (Current Month)

📈 View Report
KES {{ dashboard_data.interest_income_current_month.summary.total_interest_income|default:0|floatformat:0|intcomma }}
Total Interest
{{ dashboard_data.interest_income_current_month.summary.total_loans|default:0 }}
Interest Bearing Loans
{% if dashboard_data.registration_fees_current_month.summary.total_registration_income > 0 %}
KES {{ dashboard_data.registration_fees_current_month.summary.total_registration_income|default:0|floatformat:0|intcomma }}
Total Income
{{ dashboard_data.registration_fees_current_month.summary.total_registrations|default:0 }}
Registrations
{% else %}
â„šī¸

No Current Month Data

No registration fees found. Add clients with registration fees or view detailed report.

{% endif %}
{{ dashboard_data.customer_requests_current_month.summary.pending_requests|default:0 }}
Pending
{{ dashboard_data.customer_requests_current_month.summary.in_progress_requests|default:0 }}
In Progress
{{ dashboard_data.customer_requests_current_month.summary.resolved_requests|default:0 }}
Resolved

View All Due Loans

View Report
{{ dashboard_data.summary_metrics.loans_due_today|default:0|floatformat:0 }}
Due Today
{{ dashboard_data.summary_metrics.overdue_loans|default:0|floatformat:0 }}
Overdue Loans

âš ī¸Loans in Arrears

📊 View Report
{{ dashboard_data.delinquent_loans.summary.mild_delinquent_count|default:0 }}
1-30 Days
{{ dashboard_data.delinquent_loans.summary.severe_delinquent_count|default:0 }}
60+ Days

⏰Missed Payments

📋 View Report
{{ dashboard_data.missed_payments.summary.daily_missed|default:0 }}
Daily Missed
{{ dashboard_data.missed_payments.summary.weekly_missed|default:0 }}
Weekly Missed

✓Completed Loans

View All
{{ dashboard_data.completed_loans.summary.total_completed_loans|default:0 }}
Total Completed
{{ dashboard_data.completed_loans.summary.completed_this_month|default:0 }}
This Month

KES {{ dashboard_data.completed_loans.summary.total_amount_collected|default:0|floatformat:0|intcomma }} collected

💸 Disbursed Loans

📊 View Report

Filter disbursed loans by period, status, branch, product and amount range. Export to PDF or Excel.

đŸ‘Ĩ Age & Gender Analytics

📊 View Report

Demographic breakdown of loan applications and approval rates by age group and gender.

By Age Group
18-25, 26-35, 36-45...
By Gender
Male, Female, Other

âš ī¸Overdue Loans Summary

📋 View All
{{ dashboard_data.overdue_loans.summary.mild_overdue|default:0 }}
1-30 Days
{{ dashboard_data.overdue_loans.summary.moderate_overdue|default:0 }}
31-60 Days
{{ dashboard_data.overdue_loans.summary.severe_overdue|default:0 }}
60+ Days
Total Overdue Amount: KES {{ dashboard_data.overdue_loans.summary.total_overdue_amount|default:0|floatformat:0|intcomma }}
Total Overdue Loans: {{ dashboard_data.overdue_loans.summary.total_overdue_loans|default:0 }}

đŸ‘ĨClient Growth Analytics

📈 View Report
{{ dashboard_data.client_growth.summary.total_clients|default:0 }}
Total Clients
{{ dashboard_data.client_growth.summary.clients_this_week|default:0 }}
This Week
{{ dashboard_data.client_growth.summary.clients_this_month|default:0 }}
This Month
{{ dashboard_data.client_growth.summary.clients_this_year|default:0 }}
This Year
Growth Rate: {% if dashboard_data.client_growth.summary.growth_rate >= 0 %} ↑ {{ dashboard_data.client_growth.summary.growth_rate|floatformat:1 }}% {% else %} ↓ {{ dashboard_data.client_growth.summary.growth_rate|floatformat:1 }}% {% endif %}
Best Month: {{ dashboard_data.client_growth.summary.best_month|default:"N/A" }} ({{ dashboard_data.client_growth.summary.best_month_count|default:0 }})
{% endblock %} {% block extra_js %} {% endblock %}