FINANCE - Debt Report

Modified on Wed, 6 Mar at 1:10 AM

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, 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.  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.



Report Example


These are examples of the Debt Report in both XLSX and CSV formats

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