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To display both chart and table, the user should click the Both button:
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Filtering panel
By default, the user can review all portfolio reports on one page. To select any specific report the user should click the All reports split button and select a report from the list (see Fig. 4):
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A selected time interval applies automatically to all portfolio reports. The user can export the data of the portfolio reports to the Excel spreadsheet by clicking the Export button
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Active Loans vs Portfolio report
The Active Loans vs Portfolio report (see Fig. 10) displays the statistics of active loans and receivables by the end of each time frame.
The report displays data according to a selected time period and time interval.
The chart and table of the report display the number of active loans and the total amount of receivables by the end of each time frame.
The total amount of receivables is displayed in the Portfolio column of the table and as the Portfolio curve on the chart
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Overall Repayment Amount Per Interval report
The Overall Repayment Amount per Interval report (see Fig. 11) displays the general information on loan repayment.
The report displays data according to the time period and the time interval selected.
The following data is displayed:
Repaid: the total amount repaid by the borrowers for active loans during a specified time frame;
Principal: the total of repaid principal amounts of active loans;
Fees: the total amount of charges collected from active borrowers for lending services;
Interest amount: the total amount of interest payments made by all active borrowers.
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Number of loans grouped by an amount report
The Number of Loans Grouped by Amount report (see Fig. 12) displays active loans statistics per each set amount range according to certain time frames.
The report displays data according to the time period and the time interval selected.
Specifically, the chart and table of the report display the total number of loans which have been active by the end of each time frame displayed and which total amount falls within amount ranges set:
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Number of loans grouped by a risk level report
The Number of Loans Grouped by Risk Level report (see Fig.13) displays the total number of loans per each corresponding risk group. Each risk group is characterized by a corresponding score range specified in scorecard settings.
The report displays data according to the period and the time interval selected.
Specifically, the chart and table of the report display the total number of loans which fall within a certain risk group.
The calculations include the loans that have been active by the end of each time frame displayed:
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Repaid vs Disbursed report
The Repaid vs Disbursed report (see Fig.14) displays the total amount of disbursed loans and borrowers’ repayments.
The report displays data according to the period and the time interval selected.
Specifically, the chart and table of the report show the total amount of loans disbursed to the borrowers and the total amount of repayments made by the borrowers during each interval.
The chart below illustrates the blue curve overlaid on both graphs. This curve connects each interval’s points displaying the difference between disbursements and actual repayments.
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Approved vs Rejected report
The Approved vs Rejected report (see Fig. 15) displays the statistics of approved and rejected loan applications.
The Approved vs Rejected report displays data according to the period and the time interval selected.
Specifically, the chart and table of the report display the following data:
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