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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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