Exporting Data
Fund managers and admins can export fund data to Excel (.xlsx) files for record-keeping and analysis.
Available Exports
| Export | What's Included |
|---|---|
| Contributions | All contributions with member names, schedule periods, amounts, penalties, and approval status |
| Members | Member list with heads, roles, join dates, and interest/payout status |
| Loans | All loans with borrower details, amounts, interest rates, terms, and status |
| Penalties | All penalties with member names, types, amounts, and waiver information |
How to Export
- Navigate to the relevant fund page.
- Look for the Export button (usually in the page header or toolbar).
- Click to download the Excel file.
The file is named using the pattern: {fund-name}-{type}-{date}.xlsx
Tips
- Exports include all records, not just the current page.
- Use Excel's filter and sort features to analyze the data.
- Export regularly for backup and compliance purposes.
- Only fund managers and admins have export access.