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Mobile app · Portal

Review borrowing history

Find active, returned, overdue or issue-linked loans.

  1. Open your history

    In the app, members open Account → Borrowing history; administrators and owners open Account → Operations history. In the Portal, open Loans (members see My loans).

  2. Choose a status

    Filter by active, returned, overdue or issue-linked loans. Administrators and owners can also filter by borrower — the screenshot shows the workspace-wide history they see.

    Administrator mobile Borrowing history, opened from Operations history, showing Oakfield loan records and their statuses
    Administrators and owners can review workspace-wide borrowing history.
  3. Narrow by date

    Use the date, category and location filters to find a loan.

  4. Read the result

    Check quantities, dates and issue status. In the Portal, Export CSV saves the rows you filtered.