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http://mifosforge.jira.com/browse/MIFOSBI-321?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
]
johnwoodlock reassigned MIFOSBI-321:
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Assignee: johnwoodlock
> Ad-Hoc reporting needed, or new reports through Pentaho (client transaction
> summary/loan tracker)
> -------------------------------------------------------------------------------------------------
>
> Key: MIFOSBI-321
> URL: http://mifosforge.jira.com/browse/MIFOSBI-321
> Project: mifos business intelligence
> Issue Type: New Feature
> Components: Reports
> Environment: Windows 7, Pentaho
> Reporter: Rebecca Herrington
> Assignee: johnwoodlock
> Priority: Critical
> Labels: Lumana, Nuru, prioritygaps
>
> My organization currently uses parallel IS solutions in order to manipulate
> the data as we need for reports. We would like to rely on Mifos and an ad-hoc
> reporting tool would greatly facilitate this. If we could pull historical
> information for one client, or all data for one field listed on a client
> page, then we would be able to rely more heavily on Mifos in order to perform
> daily functions through reporting. Otherwise, we are looking at minimum for a
> client transaction report (much like a bank statement) and a loan tracking
> report. These reports would both be needed to pull specific client history,
> not bulk or cumulative data. They would need to display; client name,
> government ID, group name, time period (starting on this date, ending on this
> date), receipts, type of transaction, amount and a total balance at the end
> date of the report. These two reports would help us run operations much more
> smoothly.
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