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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.

edit_financial_reports.pngImage Removedhttps://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.

Follow up:

Power BI Reports

How to send customer reports