Hi Ed, Yes, In general (not from code's perspective) by looking at the existing reports, we can say reports are designed for management.
However, from codes perspective, *reports can be viewed by anyone who has appropriate permission.* And also, *reports API for self service user is available but not documented yet.* I am not sure about the reason behind not documenting. And yes, we can create required reports and and assign appropriate permissions to the user and user can access the same. I will test the api once and if it's working as per requirement then I will update the API document ASAP. Regards, *Shruthi M R* Senior Software Engineer - Conflux Technologies [email protected] | Skype: Shruthi Rajaram | Mobile: +91-8277012716 On Wed, Jul 25, 2018 at 7:38 PM, Ed Cable <[email protected]> wrote: > Shruthi, > > I wanted to follow up on one particular point of this email for Saksham as > he's needing additional use cases to implement for Mifos Mobile: > > 2. Support for viewing reports - I believe this is done for management. >> correct me if I am wrong. >> > > These are for individual level customer reports that would be designed so > customers can download view account histories, etc. > > > Do we have the necessary APIs in place for self-service users to view > reports? Is it now just a matter of designing and creating the respective > individual level reports that would be accessible. > > If so, Saksham - the savings and loan account statements in Mifos X are > two reports that are ready to be used and should be accessible from the > Mifos Mobile app. > > > On Fri, Jul 20, 2018 at 6:00 AM Ed Cable <[email protected]> wrote: > >> See replies inline. But in short these are all operations/actions that a >> customer would potentially want to do via a self-service operation. >> >> On Fri, Jul 20, 2018 at 5:38 AM Shruthi M R <shruthi@confluxtechnologies. >> com> wrote: >> >>> Hi Saksham/Ankit, >>> >>> I am working on api's for self service app. Can you please clarify why >>> below API's are required, >>> >>> 1. Support for adding guarantors >>> >> >> Some MFIs might want to permit their customers to add guarantors in via >> the self-service channels. >> >>> 2. Support for viewing reports - I believe this is done for >>> management. correct me if I am wrong. >>> >> >> These are for individual level customer reports that would be designed so >> customers can download view account histories, etc. >> >>> 3. Support for surveys >>> >> >> Customers should be able to self-submit surveys that an MFI request via >> self-service app >> >>> 4. Support for Applying new Shares Account - I am not completely sure >>> about this as it requires a savings account to be linked with shares >>> account. >>> >> >> We would want the ability for someone to apply for new shares just like >> they could a loan or savings account. >> >>> Once its confirmed I will add APIs. >>> >>> Thank You, >>> >>> *Shruthi M R* >>> Senior Software Engineer - Conflux Technologies >>> [email protected] | Skype: Shruthi Rajaram | Mobile: >>> +91-8277012716 >>> >> >> >> -- >> *Ed Cable* >> President/CEO, Mifos Initiative >> [email protected] | Skype: edcable | Mobile: +1.484.477.8649 >> >> *Collectively Creating a World of 3 Billion Maries | *http://mifos.org >> <http://facebook.com/mifos> <http://www.twitter.com/mifos> >> >> > > -- > *Ed Cable* > President/CEO, Mifos Initiative > [email protected] | Skype: edcable | Mobile: +1.484.477.8649 > > *Collectively Creating a World of 3 Billion Maries | *http://mifos.org > <http://facebook.com/mifos> <http://www.twitter.com/mifos> > >
