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REPORTS
A wide variety of reports
with extensive filtering options are available in MIMOTA. There are
about 10 standard reports for every module and you can further custom
create your own reports by combining one or more parameters (field
names) and applying filtering options (filter by date, category, etc.).
For relatively simple reports the built in search engine offers you with
an intuitive interface to make your own queries.
We also offer our services
to custom create reports and optimize them for CIIS, MicroTest, CAR,
SBA, and other agencies. Some built-in reports are listed here.
1. General Reports
2. Money In
(Donations, Investments, and Grants)
3. Money Out
(loans)
4. Technical
Assistance (Groups, Events, and Training)
5. IDA
Click
here to
view sample reports. You need a PDF viewer to view report samples.
1.
GENERAL REPORTS
- Changes To The
Database: A report to display all records changed with in the past
day/week/month/period.
Example: A report displaying all changes made to the
records in the last week.
- Contact Category List: A report to generate a list of contacts
in a selected category
Example: A report on all contacts in the NCCA category.
- People By Relationship: A report to display all contacts with a
selected relationship title.
Example: A report on all accountants, etc.
- Next Action Report: A report to display the next action items
of a selected employee.
Example: A report on all the next actions Bob (your
loans manager) is responsible for.
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2. MONEY IN
- Current Investors
List: A report to generate a list of all investors in a selected
status (matured, current, etc.).
Example: A report on all investors whose renewals are
pending.
- Donations Report: A report to display all donations received in
a particular date range.
Example: A report on all donations received in Q1 2009.
- Interest Payments Due: A report on all interest payments due.
Reports can be filtered by payment frequency (quarterly, annual, etc.)
and due date.
Example: A report on all investments that require
quarterly interest payment and interest payment
due in the May
2009.
- Pipeline Report: A report on all probable investors or donors.
You can filter report results by the prospect code (committed not
funded, under active consideration, etc.).
Example: A report on probable investors who are in the
“active consideration” status.
- Pledged Gifts List: A report to list all gifts pledged.
Example: A report on all gifts pledged in Q4 2009
- Renewals Query: A report to display all investments up for
renewal in a time frame starting from current date.
Example: A report on all investments due for renewal in
the next 30 days.
- Total Investment Dollars: A report to display and sum all
investments by category (current, matured, etc.).
Example: A report on all investments current as on
date.
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3. MONEY
OUT
- Loan Report: A
report to list all loans filtered by the status of the loan (application
expected, application pending, application withdrawn, loan committed,
loan rejected, loan tabled, loan outstanding, loan repaid, TA only,
Commitment withdrawn, Inquiry withdrawn, Closed not drawn).
Example: A report on all loans rejected in Q1 2009.
- Outcome Report: A report to provide information on outcomes of
loans filtered by date.
Example: A report on impact of all loans made in Q1
2009.
- Pipeline Report: A report to provide information on probable
loans filtered by the current status. (Application expected, Application
pending, Application withdrawn, Loan committed, Loan rejected, Loan
tabled, Loan outstanding, Loan repaid).
Example: A report on all probable loans for which
applications are pending for review.
A report on all loans
processed year to date.
A report on all loans processed by total dollars.
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4.
TECHNICAL ASSISTANCE
- Client Invoice:
An invoice generation interface for TA provided. You can generate
invoices by date, clients, projects or other definable variables.
- List of Services: A report on the list of services provided by
a client and project in a defined date range.
Example: A report on all services provided by clients
in Q1 2009.
- Total Hours Spent: A report to provide information on total
number of hours spent on all projects or on a selected project. You can
filter the results the by date.
Example 1: A report on total number of hours spent on
TA in Q1 2009.
Example 2: A report on total number of hours spent on
the Business Expansion project.
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5. IDA
IDA account statement.
sample
A report on participants missing a monthly statement.
sample
A report on participants with $0 monthly deposit.
sample
Match money report.
sample
A report on all withdrawals.
sample
A report on all funding information.
sample
A report on required training session’s status.
A report on all constituents graduated, terminated, or enrolled.
sample1
sample2
sample3
A report on savings and matching (by category).
sample
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