I agree with Gayl, partially... :)

I think it should say "Principal Due" and "Interest due".  I'm fine with
leaving it marked as "collected", although I think it should say "Principal
Collected" and "Interest Collected".

Ryan 




On 9/15/10 14:10, "Gayl Kennedy" <[email protected]> wrote:

> Can I suggest calling it expected / due v actual / received?  Demand v
> collection is not that intuitive for me.
> 
> I would see it as being more useful to include arrears or to have an
> additional column for expected total from all prior to current
> installment to see any prepayments or arrears.
> 
> regards
> Gayl
> 
> On 15/09/2010, Kay Chau <[email protected]> wrote:
>> Hi folks
>> 
>> 
>> 
>> We are working on building this report.  The report will show demand vs
>> collected amounts (principal and interest) per day either branchwise or
>> LO-wise.
>> 
>> 
>> 
>> Link to mockups are here:
>> http://dl.dropbox.com/u/5083125/Demand%20vs%20Collection%20Reports.xlsx
>> 
>> 
>> 
>> A couple of questions on how people would like to view this report
>> 
>> 
>> 
>> 1)      You will be able to see a dropdown of Loan Officers to pick from
>> when running the report.  Would it be more beneficial to see all LO's
>> ever in that branch - this would allow you to run a report for a LO that
>> has left, or would it be more probable that you would run the report for
>> an active LO to view information on demand vs collection?
>> 
>> 2)      Demand Principal- is this value expected principal or expected +
>> overdue principal.
>> 
>> a.       IE, if today a LO was supposed to collect 500 in principal, and
>> only 200 of it was paid.  When running the report for next week's
>> meeting, do you expect to see a value of 800 (that day's expected +
>> overdue) or continue to see only 500?
>> 
>> 3)      Same for Demand Interest as above
>> 
>> 
>> 
>> 
>> 
>> 
> 

-- 
Ryan Whitney  
Mifos Technical Program Manager
[email protected]
Mifos - Technology that Empowers Microfinance (www.mifos.org)
Our mission is to enable the poor, especially the poorest, to create a world
without poverty.  
<http://grameenfoundation.org/take-action/ingenuity-fund-challenge/>
P please consider the environment before printing this e-mail.


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