Loans Export

Overview

IMS allows you to export all of your loan data. The following instructions will focus on how to navigate to the Loans export button as well as what the export will look like.

Step-By-Step

1. Select Projects from the top navigation bar. Select Loans from the drop-down menu.

2. From the Loans summary page, select the Export button located on the upper-left side of the page:

The export should download automatically as a CSV file, similar to the following examples:

For more information, including a video walkthrough of the Loans feature, select the following link to navigate to the Loans Tab Overview