Exporting Files to Excel

You have the ability to export, to an Excel spreadsheet for further evaluation, a complete list of loan file information or a filtered list based on the BI card selected.

Follow these steps to export loan file information to Excel:

1. Click the Export to Excel button, found under the BI cards.
   
   
   A prompt appears under the Downloads icon and you have the option to open or save the Excel spreadsheet.
2. Click Download icon to save folder.
   
   
   
3. Click Open icon to open file in Excel.