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Building a PAR dashboard

Pull portfolio at risk and disbursed-vs-collected data into your own BI tool.

7 min read · Updated 1 Nov 2026

GET /overview/portfolio-at-risk returns arrears by bucket; GET /overview/loans-chart returns monthly disbursed vs collected; GET /overview/totals takes a start_date and end_date.

Overview data is cached for 10 minutes on the server, so polling more often than that gains nothing. Results respect the API user's branch access — use a head-office user for institution-wide figures.

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