Disbursement Analysis Report
Disbursement Analysis Report in Frappe Lending provides a tranche-wise view of loan disbursements. It helps users understand how a loan amount was released over multiple payouts and track charges applied to each disbursement.
The report provides detailed information about each disbursement, including loan details, tranche number, disbursement dates, amounts, interest rates, maturity dates, and applicable charges. Users can analyze loan payout patterns and review disbursement-level costs.
Did You Know?
Disbursement Analysis Report helps lenders track loans released in multiple tranches and review charges applied at each payout stage.
Accessing Disbursement Analysis Report
The Disbursement Analysis Report can be accessed from the Reports section in Frappe Lending.
Home > Lending > Reports > Disbursement AnalysisPurpose of Disbursement Analysis Report
The report helps lenders review loan disbursement patterns and analyze tranche-level loan releases.
Key uses include:
- Tracking loans disbursed through multiple tranches.
- Reviewing disbursement history over time.
- Analyzing charges applied to individual payouts.
- Monitoring loan release details for operational review.
Information Available in the Report
The report provides detailed disbursement-level information.
| Field | Description |
|---|---|
| Loan Account | Displays the loan account associated with the disbursement. |
| Disbursement ID | Shows the unique identifier of the disbursement transaction. |
| Applicant | Displays the borrower linked with the loan. |
| Tranche Number | Shows the sequence number of the loan payout. |
| Interest Rate | Displays the interest rate applicable to the loan disbursement. |
| Maturity Date | Shows the expected maturity date associated with the disbursement. |
| Disbursement Date | Displays the date on which the loan amount was released. |
| Disbursed Amount | Shows the amount released in the specific tranche. |
| Charge Type | Displays the type of charge applied to the disbursement. |
| Charge Amount | Shows the amount charged during the disbursement transaction. |
Tranche-Wise Disbursement Tracking
The report provides visibility into loans where amounts are released in multiple stages.
| Analysis Area | Description |
|---|---|
| Loan Payout History | Shows how the total loan amount was released across different tranches. |
| Disbursement Timeline | Helps review when each payout was processed. |
| Charge Analysis | Provides details of charges applied on individual disbursements. |
Report Filters
Users can filter the report based on different loan parameters for focused analysis.
Available filters include:
- Company: View disbursement details for a specific company.
- Applicant: Analyze disbursements for a particular borrower.
- Loan Product: Review disbursements by loan category.
- Loan: View details for a specific loan account.
- Disbursement: Analyze an individual disbursement transaction.
Note
The report is designed for analyzing loan payouts that are released in parts and reviewing charges associated with each disbursement.
Best Practices
- Review tranche-wise disbursement history for loans released in stages.
- Verify charges applied to each payout.
- Use filters to analyze specific applicants, loans, or disbursements.
- Monitor disbursement records for accurate loan tracking.
