OCA Datasets

This page provides SBA stakeholders links to several public SBA Office of Capital Access reports and datasets. All have associated datasets that are searchable on this site. 

Interactive Dashboards

• Approvals by Fiscal Year Users can use the 'Program' dropdown to view 7(a), 504, or microloan approvals by fiscal year. Users can select to view approvals by either 'Fiscal Year to Date' or 'Total Fiscal Year'.
• 7(a) and 504 Segment Report Users can use the 'Report Segment' dropdown to view 7(a) and 504 approvals by Race, Gender, Veteran Status, and more. Users can further filter by Program, Processing Method, and Fiscal Year.
• Microloans Segment Report Users can use the 'Report Segment' dropdown to view microloan approvals by Race, Gender, Veteran Status, and more. Users can further filter by Fiscal Year
• Disaster Approvals by State Users can view disaster loan approvals by state. Users can further filter by Processing Method and Fiscal Year.
• State and County Report This report summarizes SBA Office of Capital Access regular and pandemic program loan approvals by state and county.
• 7(a) and 504 Lender Report This report summarizes SBA 7(a) and 504 loan approvals by lender. Users can filter by Project State, Program, Processing Method, and Fiscal Year.
• Microloans Lender Report This report summarizes SBA microloan approvals by lender. Users can filter by Project State and Fiscal Year.

FOIA Data

• 7(a) and 504 These reports provide loan-level data on all 7(a) & 504 loans approved since FY1991.
• Paycheck Protection Program (PPP) These reports provide loan-level data on all disbursed PPP loans.
• Restaurant Revitalization Fund (RRF) This report provides grant-level data on all disbursed RRF grants.
• Surety Bond Guarantee (SBG) These reports provide bond-level data on all SBG bonds approved since FY 2020.

Other Reports

• 7(a) & 504 Activity Reports: Current Month Six 7(a) & 504 reports are posted here each month: 
  • 7(a) Lender Activity Report The 7(a) Lender Activity Report summarizes current fiscal year approvals by 7(a) Lenders.
  • 504 CDC Activity Report The 504 CDC Activity Report summarizes current fiscal year approvals by 504 CDCs.
  • 504 Third Party Lender Activity Report The 504 Third Party Lender Activity Report summarizes current fiscal year approvals by 504 TPLs.
  • Congressional District Approvals Report The Congressional District Approvals Report summarizes loan activity by congressional district for the 7(a) and 504 loan programs and by state for the microloan program.
  • Monthly & Yearly Activity Report The Monthly & Yearly Activity Report summarizes loan activity by month and year for the 7(a) and 504 loan programs from the current fiscal year to 1991.
  • 7(a) and 504 Activity Report The 7(a) and 504 Activity Report summarizes fiscal year-to-date loan activity by segments for 7(a) and 504 loan programs from the current fiscal year and for the previous 5 fiscal years. These data are also available as an interactive dashboard
• 7(a) & 504 Activity Reports: FY2022 Year End Fiscal year end versions of the monthly 7(a) & 504 Activity Reports.
• 7(a) & 504 Activity Reports: FY2023 Year End Fiscal year end versions of the monthly 7(a) & 504 Activity Reports.
• 7(a) & 504 Activity Reports: FY2024 Year End Fiscal year end versions of the monthly 7(a) & 504 Activity Reports.
• 7(a) & 504 Activity Reports: FY2025 Year End Fiscal year end versions of the monthly 7(a) & 504 Activity Reports.