Download basic reports

Basic reports are pre-configured and ready to use immediately. They contain live data from your last import and can be downloaded as CSV files.

Note: Basic reports cannot be edited or altered. To customize report variables, create a dynamic report instead. See Create Dynamic Reports.

Steps

Select Reports in the top navigation bar.
In the left menu, select Basic reports.
Choose a report from the list and select Download report.

Basic Reports Library

The following 17 reports are available by default, organised by category.

Note: Two additional reports, Export payment plans and Export executed actions / notes, may appear in your Basic reports list if those modules are enabled for your organisation. Contact the Billtrust Support team to confirm which modules are active for your tenant.

Aging and Balances

Export aging balance
Detailed aging balance

Actions and Procedures

Export actions planned within 15, 30, or 60 days
Accounts in manual procedure
Export open accounts and last action

Account Statuses

Export accounts in archive
Export channel cases and custom fields

Invoice and Document Tracking

Export invoices in archive
Export disputed invoices
Export invoices with promise
Export invoices in outsourcing

Data Reconciliation

Data reconciliation: Documents
Data reconciliation: Accounts
Data reconciliation: Account contacts
Data reconciliation: Representatives
Data reconciliation: Account representatives
Data reconciliation: Document representatives

Need Help?

If a report is not appearing in your Basic reports list, confirm that the relevant module is enabled for your organization. Contact the Billtrust Support team for further assistance.