Export files to Excel
Export the SigmaDSA Files list to Excel — current filter, current columns, current sort. Use for management reports, bank submissions in bulk, lender reconciliations, or external CRM imports.
Export is the bridge between SigmaDSA and everything else — your accountant's tools, lender reconciliation sheets, management dashboards, external CRM imports, monthly board packs. SigmaDSA's export respects whatever the screen shows: same filters, same columns, same sort.
How export works
The Export button sits at the top-right of the Files list, next to Customise Columns and Customise Tabs. Click it; pick a format; download.
Filter the list
Get the Files list showing only the records you want exported:
- Search box — by name, mobile, PAN, file number.
- Stage tabs at the top (All / Documentation / Sanctioned / Disbursed / …).
- Advanced filters — date range, loan type, lender, SourcedBy, AssignedTo.
- Column sort — sort by Disbursal Date desc, Sanctioned Amount desc, etc.
What you see is what you'll export.
Customise columns
Before exporting, decide which columns the Excel file should have:
- Click Customise Columns.
- Tick the columns you want.
- Drag to reorder.
- Save.
Only visible columns make it into the export. This is the primary lever for keeping sensitive fields (PAN, Aadhaar, mobile) out of an external-facing export.
Click Export
Top-right of the Files list, click the Export icon (cloud-download). A small popover appears with format options.
Pick format
| Format | When |
|---|---|
| Excel (.xlsx) | Default. Keeps column headers, ₹ formatting, dates as Excel dates. Best for human review and pivots. |
| CSV | Plain text. Best for re-importing into another system. No formatting; dates as ISO strings. |
| Print-friendly. Each row a line; up to 1000 rows. |
Download
Under 10k rows downloads immediately into your browser. Over 10k rows queues a background job — you'll get an email with the download link when ready (2–5 min for 50k rows).
Common export use-cases
| Use-case | Filter | Columns |
|---|---|---|
| Monthly disbursal report | Stage = Disbursed, date range = last month | File ID, Applicant, Loan Type, Lender, Disbursed Amount, Commission |
| Lender reconciliation | Lender = HDFC, date range = last quarter | File ID, Applicant, Sanction Date, Disbursal Date, Commission Status |
| Pipeline review for manager | Owner = (each rep), Stage = (active stages) | Applicant, Stage, Status, Days at Stage, Sanctioned Amount, Lender |
| CIBIL pull batch | Stage = Credit Evaluation, CIBIL = blank | Applicant, Mobile, PAN, DOB |
| External CRM import | All files, date range = since last sync | File ID, all applicant fields, all loan fields |
Single-file export
For one file's complete record (not the list), use Actions → Export File Pack on the file detail page. This produces a PDF with every tab's content. Useful for:
- Sending the file to a lender RM who wants a single document.
- Compliance audit responses.
- Customer record sharing.
Scheduled exports
If you run the same export every week or month, automate it. Admins can configure recurring exports under Admin → Scheduled Reports:
- Pick the saved filter set.
- Pick columns.
- Pick frequency (daily / weekly / monthly / custom cron).
- Pick recipients (email addresses, can be external to your tenant).
- Pick format (Excel / CSV).
The scheduled job emails the export to recipients at the set cadence — no one has to log in.
What's not in the export
Some data lives only on the file detail page and isn't surfaced on the Files list, so it's not in the standard export:
- Bank login query threads.
- Sanction letter conditions.
- Activity log.
- Uploaded documents.
For those, use the single-file Export File Pack or build a custom report under Reports.
Next steps
Change stage, status, or reject a file
How loan files move through stages in SigmaDSA — automatic stage transitions, manual override, within-stage status changes, and the Reject flow with reason capture.
My Tasks
The My Tasks board in SigmaDSA — auto-generated tasks for new lead assignments, callbacks, document chases, and bank follow-ups. Each task has a status, due date, priority, and one-click "Done".