Loan reports and export
Filter applications by period, loan type, employee, bank or status and export them as CSV for Excel.
Loan Reports answers questions like "How much did we disburse last month, by bank?"
- Choose the period.
- Narrow by loan type, employee, bank or status as needed.
- Read the summary tables on screen.
- Click Export CSV to download the matching applications. The file opens in Excel.
Tip: Use the same filters every month and keep the exported files. They make a simple MIS for partners and management.
Related articles
- The loan application journey, stage by stage
- Working with the document checklist
- Bank processing: assigning bankers and logging files in
- Raising and answering queries on a file
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