Alpha Reporting Guide
References
ITECH > ALPHA REPORT > DOCUMENTATION

INTRODUCTION

REPORTING

The “Alpha Reporting Application" is the tool which is used to draw-up reports on the usage of all the other applications of the ALPHA Platform. It uses data from all the other Alpha apllications, and make the viewing of the reports based on the data very easy and dynamic. It has the following menu, namely:

  • Files
  • Journal Entry
  • Ratios / Financial Statements
  • Loans
  • Statistics Analysis

Login

Once the user is logged-in on the "Alpha Report" application, the home page is been displayed

home

Note:When the Alpha platform is installed for your Company, the "I-tech logo" on the right-hand-side, will be replaced by logo of your company.


Loans

The loans menu is responsible for providing reports on the different loan situations available
To access this menu, click on "Loans" on the horizontal left-aligned menu. A drop-down list is displayed with the following sub-menu items:

  • List of Loans
  • Loan Forecast
  • Loan sheets
  • Loan Deliquency
  • Unpaid Loans
  • Co-maker Loan situation
  • Re-print Amortization table
  • Aging loan balance
loans


List of Loans

Click on "List of Loans" on the sun-menu,to access it.

loan file

On the "List of Loans" page, the user selects or enters the following filters:

  • Selects either: "Loan Granted" or "Loan paid" or "Loan Requested"
  • selects "Start Date"
  • selects "End Date" (This is mandatory)
  • selects "Loan Type"
  • selects the "Loan Officer"
  • selects Agency (If the user is from the Head Quaters)
loan 1

The user the clicks on the button, in order to get the results

loan 2

To print the results, click on the button

Any Loan on the list can be selected and the details displayed.

loan 3

The selected loan is displayed in a dialog-box

loan 4

The dialog box above: displays the loan details for the loan "Demand ", as seen on the sub-menu on the top-left of the dialog-box

Click on Guarantee/Insurance and Charge on the sub-menu, in order to see details concerning them. loan 5

Click on Documents on the sub-menu, in order to see documents related to this loan. loan 6

Click on Members on the sub-menu, in order to see details about members of this loan.
Note: This is only possible is the loan is a "Group loan", that is a loan taken by an association or group of people.
Here you can see:
-The names of the individuals
-The individual loan amounts
-ID Card Number
-Client Number
-Telephone and
-Address
loan 7