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Functionalities in the loans grid view

In the grid view, you can filter and search your loans, add more columns, export the grid as a spreadsheet and delete loans.

Filtering and searching

On the right side you can filter the loans you want to visualize by Loan status, Financing Institute/Bank, Company, Property, Loan sum or End date of loan. 

You can also tag search the loans based on the names of portfolio, property, building, plot or unit.


Adding columns

In the grid view you are able to see the default columns of your loans. You can add other columns by clicking on the hamburger icon and selecting the fields you want to display in the grid.


Exporting loan information

  1. Go to the Loans main view.
  2. If needed, utilize the filtering and search options e.g. based on loan status, financial institute or a property.
  3. If needed, select the columns to display by clicking on the hamburger icon.
  4. You can also select the loans you want to export by clicking in their respective checkbox.
  5. Click on the Export button > Select all or active > Export
  6. You’ll find the spreadsheet on your computer’s downloads.


Deleting loan(s)

If you have created a loan by mistake or it is not valid for some reason, you can delete it.

Do not delete paid loans since it will distort the historical data.

  1. Go to the Loans main view.
  2. Select the loan(s) to be deleted.
  3. Click on the delete button and confirm.


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