Create dynamic reports
Dynamic reports let you analyse collection metrics and create custom KPIs. Reports are automatically refreshed daily, ensuring your team always works from the latest data.
Steps
- In Collections, select Reports from the top navigation menu.
- Select New report.
- Select the data type you want to work with - see Available Data Types below for descriptions of each option.
- Give the report an informative name.
- Select the columns you want to include:
- Drag columns from Available columns to the Selected columns frame. Remove columns by dragging them outside the frame.
- Use the Data category dropdown to browse other columns in the selected dataset.
- Select Advanced column to create custom KPIs. See Use Advanced Columns in Dynamic Reports.
- Use the Shift key to select several columns at once.
- (Optional) Customise the report layout:
- To rename a column, hover over it and select the pencil icon. Revise the name and select Save.
- To change the order of a column, hover over it and drag it to a new position.
- To hide a column, hover over it and select the eye icon. Hidden columns are dimmed in the Selected columns frame. Hidden columns can still be used when creating complex filters.
- (Optional) Add complex filters to your report. See Add Complex Filters to Dynamic Reports.
- Select Save report.
Tip: Select Show example at any time to run a test report and verify its outputs before saving.
Available Data Types
Note: Data is refreshed daily at 9:00 PM local time. For example, if you create a report on Tuesday, you are working with data from Monday evening.
| Data Type | Description |
|---|---|
| Active documents | Data from outstanding documents |
| Both active and archived documents | Data from both active and archived documents |
| Historical changes (documents) | Configured at the document level - use this to track how a document has evolved over time |
| Active accounts | Data from all accounts with at least one outstanding document |
| Both active and archived accounts | Data from both active and archived accounts |
| Historical changes (accounts) | Configured at the account level - use this to track how account data has evolved over time, for example the evolution of total outstanding debt |
| Cases | Case data such as owner, status, and workflow actions |
| Workspace | Entries recorded in the workspace log |
| User actions | Actions taken by Collections users, for example reminders sent and payment plans created |
| Payment plans | Attributes of payment plans such as debtor name, payment interval, and number of unpaid instalments |
| Credit applications (requires Billtrust Credit) | Application fields such as creation date, application status, analyst remarks, and approver username |
| Credit review (requires Billtrust Credit) | Data regarding creditworthiness such as reviewer, review frequency, and credit limit |
Related Articles
- Add Custom Fields to Reports
- Use Advanced Columns in Dynamic Reports
- Add Complex Filters to Dynamic Reports
- Manage Dynamic Reports
- Download Prebuilt Dynamic Reports
- Download Basic Reports
Need Help?
If a data type is not returning the expected results, confirm that the correct data type is selected and that the data refresh has completed (daily at 9:00 PM local time). Contact the Billtrust Support team for further assistance.