You can download a loan disbursement report in Excel.
Go to Loans and choose the submenu Loans, and click on Download.
Follow these steps to download the Loan disbursement report:
- Go to Loans and choose the submenu Loans.
- If you want to show parts of the loan portfolio, use the filter in the head:
You can do a text search, choose an overdue category and choose a specific loan officer. - Click on the Download button...
- ... and a file with the disbursement report is downloaded to your computer.
