If you need to process your deal data offline, you can easily download and view it in Excel.

As well as the raw data, there will be a pivot tab, and a dashboard to help you summarize, analyze, explore, and present summary data

To export all the RIVO transactions created, click on the download-all-deals-icon displayed next to the search icon on the landing page.

Once You click to download the transactions. You receive a Success message on downloading.  

The following columns are exported:

• Reference number
• Bank Reference
• Deal Type
• Type of Undertaking
• Transaction type
• Open date
• Status date
• Status
• Applicant name
• Beneficiary name
• Beneficiary country
• Advising Bank
• Issuing Bank
• Amount
• Currency
• Deal Amount
• Deal Currency
• Expiry Date
• Customized Field ( Optional )

See example:

Pivot

A second Pivots Tab is also provided with the filtering, sorting, grouping and conditionally formatting of the most useful and Interesting subset of data enabling you to focus on the information you want.

You can find Subtotaling and aggregating numeric data and summarizing data by categories.

Dashboard

The Dashboard Tab helps you see the data visually.

The Dashboard offers to view entire transactions with Quick Identification and Visual presentation of performance measures, saving time as compared to running multiple reports.

The dashboard provides Instant visibility of the total count of transaction type, Amount per sector, Count of transaction type, and count per Issuing Bank.

If there are any measures you think we should also include, please get in touch; either through the Community forums, Product Wishlist, or by contacting support to raise a ticket.