Reports

In the sidebar, you can find the Reports where you can see and download your overall action reports. 

1. Activity Report

In the Activity Tab, you can see the overall actions you have performed in the particular organization. If you're an admin, you can also see the actions taken by the users (Relation Managers). 

At the top, you can see multiple options which you can use to filter the activities by the date which you've performed. 

Today

This button filters and views the activities that have been done on the current day. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Week to Date

This button filters and views the activities that have been done that week. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Month to Date

This button filters and views the activities that have been done that month. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Quarterly to Date

This button filters and views the activities that have been done in the past 3 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Half Yearly to Date

This button filters and views the activities that have been done in the past 6 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Custom Date

In the Custom Date option, you can select the particular day for which you can see the report. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Select User

This column is at the top right end of the Activity Report section and is used to select the User for whom you wish to see the performed activities. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

2. Promise TO Pay the Report

In this tab, you can see the Overall Promise To Pay captures and review reports all on one page. 

Filter Report By

The "Filter Report By" dropdown box is used to filter the reports by 

Captured On:

The date on which the Promise To Pay is captured, and

Promise Date:

The date on which the customer Promise To Pay

Today

This button filters and views the Promise To Pay that has been done on the current day. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Week to Date

This button filters and views the Promise To Pay that has been done that week. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Month to Date

This button filters and views the Promise To Pay that has been done that month. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Quarterly to Date

This button filters and views the Promise To Pay that has been done in the past 3 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Half Yearly to Date

This button filters and views the Promise To Pay that has been done in the past 6 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Custom Date

In the Custom Date option, you can select the particular day for which you can see the report. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Select User

This column is at the top right end of the Promise To Pay Report section and is used to select the User for whom you wish to see the performed activities. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

3. Dispute Report

In this tab, you can see the Overall Dispute captures and review reports all on one page. 

Filter Report By

The "Filter Report By" dropdown box is used to filter the reports by 

Captured On:

The date on which the Dispute is captured, and

Dispute Review Date:

The date on which the Disputes need to be reviewed and resolved.

Today

This button filters and views the Disputes that have been done on the current day. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Week to Date

This button filters and views the Disputes that have been done that week. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Month to Date

This button filters and views the Disputes that have been done that month. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Quarterly to Date

This button filters and views the Disputes that have been done in the past 3 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Half Yearly to Date

This button filters and views the Disputes that have been done in the past 6 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Custom Date

In the Custom Date option, you can select the particular day for which you can see the report. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Select User

This column is at the top right end of the Dispute Report section and is used to select the User for whom you wish to see the performed activities. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

4. Payment Report

In this tab, you can see the Overall Payment captures and review reports all on one page. 

Filter Report By

The "Filter Report By" dropdown box is used to filter the reports by 

Captured On:

The date on which the Payment is captured, and

Payment Date:

The date on which the Payment is made by the customer.

Today

This button filters and views the Payment that has been done on the current day. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Week to Date

This button filters and views the Payment that has been done that week. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Month to Date

This button filters and views the Payment that has been done that month. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Quarterly to Date

This button filters and views the Payment that has been done in the past 3 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Half Yearly to Date

This button filters and views the Payment that has been done in the past 6 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Custom Date

In the Custom Date option, you can select the particular day for which you can see the report. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Select User

This column is at the top right end of the Payment Report section and is used to select the User for whom you wish to see the performed activities. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

5. Notes Report

In this tab, you can see the Overall Notes captures and review reports all on one page. 

Filter Report By

The "Filter Report By" dropdown box is used to filter the reports by 

Captured On:

The date on which the Notes are captured, and

Follow-up Date:

The date on which you need to do the follow-up for the particular customer for whom you have taken Notes.

Today

This button filters and views the Notes that have been done on the current day. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Week to Date

This button filters and views the Notes that have been done that week. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Month to Date

This button filters and views the Notes that have been done that month. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Quarterly to Date

This button filters and views the Notes that have been done in the past 3 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Half Yearly to Date

This button filters and views the Notes that have been done in the past 6 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Custom Date

In the Custom Date option, you can select the particular day for which you can see the report. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Select User

This column is at the top right end of the Note Report section and is used to select the User for whom you wish to see the performed activities. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

6. Credit Limit Report

This tab displays the Overall Credit Limit reports for the customers in the specific organization on a single page.

7. Aging Summary Report

This tab displays the Overall Aging Summary reports for the customers in the specific organization on a single page.

8. Needs Action Report

This tab displays the Overall Needs Action reports, which indicate the forthcoming action that needs to be completed for the customers in the given organization on a single page.

9. Checkin Report

In the Checkin Report Tab, you can see the overall checkins you have performed in the particular organization. If you're an admin, you can also see the Checkins captured by the users (Relation Managers). 

At the top, you can see multiple options which you can use to filter the Checkins by the date you've performed. 

Today

This button filters and views the Checkins that have been captured on the current day. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Week to Date

This button filters and views the Checkins that have been captured that week. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Month to Date

This button filters and views the Checkins that have been captured that month. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Quarterly to Date

This button filters and views the Checkins that have been captured in the past 3 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Half Yearly to Date

This button filters and views the Checkins that have been captured in the past 6 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Custom Date

In the Custom Date option, you can select the particular day for which you can see the report. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Select User

This column is at the top right end of the Checkin Report section and is used to select the User for whom you wish to see the performed activities. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

10. Recuring Report

In the Recurring Report Tab, you can see the overall reports of the recurring invoices that you have scheduled for the particular organization.  

At the top, you can see multiple options which you can use to filter the Checkins by the date you've performed. 

Today

This button filters and views the Recuring Reports that have been sent on the current day. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Week to Date

This button filters and views the Recuring Reports that have been sent on the week. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Month to Date

This button filters and views the Recuring Reports that have been sent on the month. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Quarterly to Date

This button filters and views the Recuring Reports that have been sent in the past 3 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Half Yearly to Date

This button filters and views the Recuring Reports that have been sent in the past 6 months. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.

Custom Date

In the Custom Date option, you can select the particular day for which you can see the report. If you want to download the report generated, you can click the "↓" button on the top right corner of your screen.