Statements, exports and forecasts
Export the correct borrower/date/lender scope, identify partial files and keep forecasts separate from posted history.
Silent illustrated explainer with on-screen instructions and English captions. Fictional examples; not a recording of saved transactions. Reviewed 10 November 2026.
Step-by-step guide
Step 1 of 5
Set the reporting scope
Choose the borrower, as-of date and View lender. Keep currencies separate. For cash reports, also check account and period filters.
Financial actions require enabled owner pilot access. Follow the complete review before saving.
Full transcript & chapters
Everything shown in the video is described here. Select a chapter to jump in the player.
Choose the borrower, as-of date and View lender. Keep currencies separate. For cash reports, also check account and period filters.
Choose Download borrower statement in the notebook. The CSV includes component totals and loan/lender sections. Compare the file with the same displayed scope.
Use Print / save borrower PDF or the available loan print control. Browser Save as PDF is a statement output, separate from a dedicated sequentially numbered payment receipt.
A PARTIAL export contains only loaded rows or its labelled limited scope. Load more pages where available before requiring a complete history. Retain scope and date information when sharing.
Repayment forecasts and settlement estimates do not post future cash, apply credit or close a loan. Record actual movements through the reviewed financial workflow. An export is not a full system backup.