In Loans App you have the ability to download data directly into excel form as layout reports. This process lasts only few seconds and offers many advantages for easy working with data.
Note:
To view your company's data in excel form, please do the following steps:
Search report layouts on the main page.
In Report Layouts card search financing overview and click on export layout.
After previous steps, the excel form will be downloaded. Please, save this excel into your PC.
Within this step, search report layout in the main page again. Then search financing overview and click on new layout.
Then you will see the table. Into table enter important information, click on OK and upload excel form from your PC into app.
In the last step, set this report as default.
After completing this process, you should see your company data in Excel form. Below you will find out how to work with reports.
Downloading and uploading Reports
Firstly, you have to click on button Financing and choose Financing Overview.
Then, click on Download and you will get data from Loan App into Excel form.
The reports are focusing on financing overview, concretely:
Net Profit Overview
Total Amount Overdue
Contract Balance
Debit Amount Overview
In video below you will see, how to download financing overview from app and how to upload updated report back. It's also possible to edit data situated in excel form.
https://www.youtube.com/watch?v=YBQtdQR5ZGs&feature=youtu.be
Note:
Everytime you download data from Loan App in excel fom, you will get current data.