How To Obtain a Detailed Loan Portfolio Analysis Report

Created by Nicola Njagi, Modified on Sat, 18 May 2024 at 09:45 AM by Nicola Njagi

  1. Login to Mambu

    • Open your web browser and go to the SACCO-specific URL provided by your organization.
    • Enter your username and password to log into your Mambu account.
  2. Navigate to the Loans Section

    • Once logged in, locate the "Loans" section in the main menu. Click on it to access your loan data.
  3. Edit Columns in the Loans Section

    • In the Loans section, find and select the "Edit Columns" option. This option allows you to customize the columns that appear in your report.
  4. Add Specific Columns

    • In the Edit Columns menu, search for and select the following columns:
      • Days in Arrears: This column shows the number of days a loan payment is overdue.
      • Risk Level: This column indicates the risk level associated with each loan.
    • Once these columns are selected, click the "Submit"  button to save your changes and update the loan report view.
  5. Review the Customized Report

    • After adding the new columns, review the loan report to ensure that "Days in Arrears" and "Risk Level" are now included. The report should now display these additional data points for each loan.
  6. Download the Report

    • To download the customized loan report, locate the download or export button, often found at the top or bottom of the report section.
    • Click the button and choose "EXCEL" as the file format.
    • Save the Excel file to your preferred location on your computer for further analysis or record-keeping.

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