Extend Portfolio Report CSV Export

The CSV Portfolio Summary Report now exports the following additional fields.

  • Demographic data for businesses (e.g., Industry Group, Established Date, …etc)
  • Demographic data for people (e.g., Language, Race, Gender, …etc)
  • Additional loan information (e.g., Maturity date, Statuses, …etc)


  1. Demographic data for businesses:
    Business Legal Form, Business Sector, Industry Group, Established Date, Terminated Date, SIC, NAICS, DUNS, UBI,  Home Based, Full Time, Minority Owned, Women Owned, Low Income Owned, Enterprize Zone, Empowerment Community, Hot Zone and Population classification (Rural/Urban).
  2. Demographic data for people:
    Gender, Race, Ethnic Group, Country of Origin, Primary Language, Veteran Status, and Population classification (Rural/Urban).
  3. Loan Information:
    Periodic Fee Amount, Assigned User, Inactive Status Code, Status Date, Status Amount, Interest Rate, Payment Frequency, Payment Periods and Sector Name.