How Vendor Users can Export loan reports for their store(s)
Vendor users with active “Export” permission can export information on the loans requested and issued for different shops of the vendor.
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 Export tab.
You will see a table with brief representation of all the loans recorded for the Vendor’s shops 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
Store Filter
Select the Store under “All stores” selector
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 loans waiting for approval of the collateral, created on July 13 and July 14, 2022 for customers of the Software Store 1
Finalize the Export
Once all the filters have been set up, click the button with the document type selector. The report will open up.