Mifos X Fineract Pentaho Loan & Savings Reports Setup

I need a fast, clean configuration of financial reports inside Mifos X/Fineract using Pentaho. The focus is on loans and savings—everything that helps our branch teams track disbursements, repayments, balances, and overall portfolio quality in one click from the Mifos reporting menu. You will start from my current instance (already running Fineract 1.x with Pentaho connected) and: • Build or adapt Pentaho .prpt files that surface the key loan and savings metrics we rely on • Wire the datasets to the existing Mifos datamart so the reports refresh automatically • Expose the finished reports in the “Loan and Savings Reports” section of Mifos with the correct permissions and parameter filters (branch, date range, product) • Provide both Tables and Detailed Summary Reports in British English and the correct Locale • Provide a short hand-off doc or screencast showing where the data sources are mapped and how to tweak parameters for future products Everything should slot straight into the production server with minimal downtime; I’ll give admin access to the staging server first then to live server once verified, the moment we agree on the structure. Deliverable is the complete Loan & Savings report pack, fully tested and ready for staff to run. Please include a brief outline of how you plan to approach the ETL queries and any similar Pentaho-on-Mifos work you’ve completed. Looking forward to getting this live quickly. PS: I already have some of the Pentaho templates installed and I am on the latest Fineract version.

Project ID: 40511353