Reports & Analytics

Reports & Analytics give you clear insights into your sales, payments, and trends—helping you make better decisions with ease

Collections Report

Collections Reports make it simple to view and analyze your settlements and performance metrics. Use this tool to track progress and effectively manage your finances. Key features for collection report includes:

View Summary of Collections

See essential details like:

• Collection ID and Name
• Total Invoices: Paid, Unpaid, and Invalid
• Total Amount and Status (e.g., Active, Inactive)

Customize the Reports

Filter collections by:

• Status: Active, Inactive, Pending
• Settlement Frequency: How often collections are settled
• Ownership: Personal or Managed
• Select specific fields to display (e.g., Name, Total Amount).

Examine In-Depth Reports

Select a collection (e.g., "Clearance Fees") to see:

• Payer Names, Emails, and Phone Numbers
• Amounts Paid or Outstanding
• Individual Invoice Status

Export Data

Download data as a CSV file for further analysis or record-keeping.

Analytics

The Settlement Analytics Dashboard provides clear insights into your financial activities, empowering you to make informed decisions. Here’s how it helps:

Track your Income

Easily monitor total income, distinguishing between completed and pending collections to stay on top of cash flow.

Invoice Overview

Visualize the status of your invoices—fulfilled, unfulfilled, or invalidated—to streamline reconciliations.

Performance insights

Measure collection performance, including total and co-managed collections, while managing client relationships effectively.

Bank Account management

Switch between linked accounts to track transactions and revenue trends with precision.

Revenue trends

Analyze revenue patterns over time to spot opportunities for growth and identify peak periods