Generate and download Excel-based lending reports.
Codat can generate rich Excel workbooks with financial analysis, data integrity reports, and audit trails — useful for loan underwriting workflows.
Report Types
"audit"— Audit report with data integrity and transaction details"enhancedInvoices"— Enhanced accounts receivable analysis"enhancedCashFlowTransactions"— Detailed cash flow with banking data
Summary
Functions
@spec download(Codat.Client.t() | String.t(), String.t(), String.t() | keyword()) :: {:ok, binary() | map() | list() | nil} | {:error, Codat.Error.t()}
Downloads a generated Excel report as binary.
Example
{:ok, bytes} = Codat.Lending.ExcelReports.download(client, company_id, "audit")
File.write!("audit-report.xlsx", bytes)@spec generate(Codat.Client.t() | String.t(), String.t(), String.t() | keyword()) :: {:ok, map()} | {:error, Codat.Error.t()}
Requests generation of an Excel report. This is asynchronous — poll status/3 to check progress.
Example
{:ok, _} = Codat.Lending.ExcelReports.generate(client, company_id, "audit")@spec status(Codat.Client.t() | String.t(), String.t(), String.t() | keyword()) :: {:ok, map()} | {:error, Codat.Error.t()}
Checks the status of a pending Excel report generation.
Example
{:ok, status} = Codat.Lending.ExcelReports.status(client, company_id, "audit")
status["status"] # => "complete" | "generating"