How to export information about vendor loans

Owned by Nataliia Nenasheva
Last updated: Jul 15, 2022
3 min read

Lender’s Back-office users can export information on the loans requested and issued for different vendors and shops.

This a simple and convenient report that can be easily modified with a set of filters.

Where can you export information

In order to export the information, go to Tools → Vendors → Export

You will see a table with brief representation of all the vendor loans recorded in the system

Export Filters

You can modify content of the report with the following filters:

Status Filter

Select the status that you are interested in from the “All statuses” drop-down

  • Origination: The loan has not yet passed the initial review and hasn’t been recommended for approval

  • Reprocessing: The loan has been recommended for approval but one of the further reviewers has sent it for reprocessing

  • Initial payment: The fee required before disbursement has not been paid

  • Waiting for approval: The loan has been recommended for approval but has not been approved

  • Signing: The loan agreement has been provided to the customer but has not yet been signed

  • Offer Confirmation: The loan offer/ Several loan offers have been provided to the customer but none of them have been confirmed by the customer

  • Approved: The loan has been approved and ready for disbursement

  • Active: The loan has been disbursed and has not been paid off

  • Past due: There is some debt on at least one installment of the loan payment

  • Collateral: The loan has been recommended for approval but the collateral required for the loan has not been assessed or confirmed as satisfactory

  • Closed: The loan has been paid-off, written-off, rejected, cancelled, etc. so that the loan is neither active nor being processed for disbursement

Time Filter

Select the time period within which the data shall be exported.

Click the “All time” selector and choose the time period:

  • All time: All loans available in the system

  • Today, Last 3 days, This week, This month: All loans created within the define period

  • Custom: select the from-to period for the extraction

Vendor Filter and Store

Select the Vendor in the “All vendors” filter. All the Vendor’s stores will appear under “All stores”

Export Document Type

Select if the document shall be in Excel 2003, Excel 2007 and later or .csv format.

For example, the following report will be created for all Approved and Active loans created between March 02, 2021 and May 30, 2022 for the vendor Mariana1 and store Mariana S that will be created in Excel 2007

Finalize the Export

Once all the filters have been set up, click the button with the document type selector. The report will open up.