Reports
Understand performance with customer, loan, and payment reports.
- Reports
Reports overview
The app's 8 reports and the web ones, where to find them and which plan opens each.
3 min readRead - Reports
End of day report
Where to find it (Profile → Reports), how to pick the dates, what every total means, and how to share or export it.
4 min readRead - Reports
Customer list report
Your customers with their contact info, loans and balance.
2 min readRead - Reports
Expected payments report
The payments that should come in, to plan your collections.
2 min readRead - Reports
Loan performance report
The metrics that summarize how your loan portfolio is doing.
2 min readRead - Reports
Payment list report
Payments received in a date range.
2 min readRead - Reports
Export to Excel (web)
Business, on loanadmin.app: a customer's complete file and the Loan movements report, and what each file contains.
2 min readRead - Reports
Late fee and balance reports
What the Late Fee Report and the Balance Report show, which plans include them, how to open them, and the Overdue Loans and Balance reports on the web.
3 min readRead - Reports
Where to see your totals: amount lent, interest and capital on the street
What each dashboard figure means, how to choose widgets, and what Capital shows on Professional and Business: cash on hand, capital on the street and monthly profit.
3 min readRead - Reports
The loan PDF report
Generate, share or print the Loan Report and choose what the loan summary includes.
4 min readRead - Reports
Web reports: Loan Portfolio and Credit Risk
What each metric means, how the 300–850 score is calculated, currency filter and export.
4 min readRead