Disbursement and portfolio lists

Disbursements and pipeline

Report	What it shows
Disbursements	Loans paid out in a period.
Awaiting disbursement · summary · by month	Approved loans not yet paid out.
Pending approval · applications pending approval	The approval queue.
Funds disbursed between dates (summary / by branch)	Totals paid out in a window.
Loan funds movement	Disbursements and repayments by funding source.

Report	What it shows
Active loans (details / summary)	The live portfolio.
Active loan summary per branch	Portfolio by branch.
Active loans by disbursal period	Active loans grouped by when they were paid out.
Active loans in last instalment	Loans about to finish — prompt repeat loans.
Fully paid · closed · written off · rescheduled	Loans by outcome.

Report	What it shows
Loan transactions (detailed / summary)	Every loan transaction in a period — use for audit and for reviewing waivers.
Account statement	One loan’s full history for the member.
Loan trends by month (created / disbursed)	Growth over time.