NOTE: You must be logged in as an Admin user to export director loans.

You can export any Director Loans to a Microsoft Excel spreadsheet using these simple steps.

Step 1

Select Director Loan Administration from underneath the Records tab in the main menu.

Then view the directors loans you want to export.

View Director Loans Admin

Step 2

Search or sort your director loans using the search or date filter boxes to view the records you want to export.

Click on the Excel button on the top right hand side of the Director Loan records and the download should start.