The Debt report captures accumulated debt over periods of time for each family as well as their existing gap at the date the report is built. The information displayed is as at the date specified when generating the report.
TABLE OF CONTENTS
Building the report
To locate the report select Analytics from the main menu, then select Exports from the drop down options.
Select Run Report on the Finance report named Debt
Select the Centre/s and add a date to view family debt, the format of the report (CSV or Excel), active/inactive then select Generate Report
Modify the report
The report will then build as an excel spreadsheet. You can format the report to utilise this for various information.
The following step is only required if the report is run as a CSV file, as the Excel file will include filters automatically: To set filters in excel Highlight the row with the headings, select Sort & Filter and Select filter.
Each heading will then have a dropdown that you can filter each heading by.
Ways to utilise the report:
Identify debt per period
The columns begin at +61 days, 29-60, 15-28, 8-14 and 0-7. Finally you can see the balance of their debt owing at that date.
Overview of current family debt situation
With columns that display the last successful vs failed payments for the family along with how much their gap will accumulate each week allows you to manage their account closer.
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