Loan lifecycle by status List
Count loans by current status and owner for the operating organization.
- Heritage / Museum Management
- Reports and analytics
Reports for the questions your team asks
Answer questions about loan state, copy activity, decisions and provider evidence.
Overview×
Heritage / Museum Management · Overview
Heritage / Museum Management dashboard
This quarter
Exhibition loans in view
6Total revision
4,460Submitted
6Registered at in 14 days
4Loans by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 31 | ||
| Review | 8 | 26% | |
| Approved | 2 | 25% | |
| Open | 1 | 50% |
Copy count by status
Sample totals per stage
More reports
Upcoming loan due dates List
List open or approved loans by due date and copy count.
Collection item activity Grouped
Show each collection item with linked loans and current state.
Exhibition review outcomes List
Compare submitted, approved, rejected and completed exhibition loans by organization.
Reserved and admitted quantities Grouped
Reconcile loan-event quantity and admission dates under each parent loan.
Reviewer decision history Grouped
Show each loan's revision, reviewer, decision, reason and decision date.
Verified capture evidence Grouped
Show payment captures, verified flag, amount and provider reference under each loan.
Operation exception register List
List action receipts needing review with expected revision and failure reason.
Set up Heritage / Museum Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.