Excel Exports and Personal Data

Which lists can be downloaded to Excel, who may do it, and how to handle the files.

Workflow

  1. 1

    What you can export

    Download Excel appears on Contacts, Loans, Repayments, SACCOS Members, Contributions, the SACCOS portfolio and surplus distribution lines. These lists hold names, phone numbers, ID numbers and balances, so they are personal data.

  2. 2

    Who may export personal data

    Only owners, admins and branch managers may download these lists, including from All branches. Others do not see the button, or are told You do not have permission to export member records.

  3. 3

    Other downloads

    The Finance Excel needs access to Finance (owners, admins, branch managers). The Credit Wallet Excel is for owners and admins. A meeting's Excel is open to anyone who can read the meeting. Reports follow the report rules.

  4. 4

    Every export is recorded

    Each export is written to the activity log with the filters used. One file holds at most 50,000 rows; a longer list says so at the top, so narrow the filters.

  5. 5

    Handle the file safely

    Keep exported files on work devices, never share them in open chat groups, and delete them when the task is done, as the Personal Data Protection Act expects.