Building custom reports

The report builder at /client/reports/builder answers the questions the canned tabs do not.

Building a view

1. Choose metrics — total collected, payment count, average payment amount, recovery rate, accounts placed, accounts resolved, or an aging breakdown.
2. Group the results — by day, week, or month for trends, or by status for distributions.
3. Apply filters — such as account status — to narrow the population.
4. The result previews immediately as a chart with its data table underneath.

Saving and re-running

Save a configuration to re-run it later. Saved reports appear in the sidebar — reload one to re-run it against current data, or delete configurations you no longer need. Saved reports are visible to the portal user who saved them.

Exporting

Download the current view as CSV. There is no PDF export or scheduled delivery today — pin the saved report and re-run it when needed.

Recipes

• Monthly board number — total collected, grouped by month. Save it; re-run before each board meeting.
• Is recovery improving? — recovery rate grouped by month over a trailing period.
• Where is the portfolio stuck? — payment count grouped by status, filtered to active accounts.

Common questions

• My colleague cannot see my saved report. Saved reports are per-user; have them rebuild it (a few clicks) or share the CSV.
• A metric seems off. Check the filter set first — a leftover status filter is the usual cause.