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.


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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