Download prebuilt dynamic reports

The Collections app includes 42 prebuilt dynamic reports to help you analyze common and recurring account behaviors. Select Reports → Report library and search for the report you want.

Prebuilt reports cannot be edited or deleted directly. To customize a prebuilt report, copy it from the Report Library and edit the copy on the Dynamic reports page.

You can download prebuilt reports in the following formats: CSV, XLSX, TSV, HTML, SQL, and XML.

Note: Several prebuilt report names include an “(EUR)” suffix - this is a legacy label from the product’s origins and does not mean the report is restricted to EUR-currency accounts. Reports reflect your tenant’s configured base reporting currency. If you want to rename a report or remove the “(EUR)” label, copy the report from the Report Library, open the copy under Dynamic reports, and rename it there.

Prebuilt Reports by Category

12-Month Evolution

Average payment term
Average payment term by company
Daily total number of accounts more than 90 days overdue (EUR)
Daily total number of accounts more than 90 days overdue by company (EUR)
Daily total number of accounts more than 180 days overdue (EUR)
Daily total number of accounts more than 180 days overdue by company (EUR)
Open, past due, and not overdue
Open, past due, and not overdue by company
Past due vs. open (percentage)

Accounts

In dispute
In outsourcing
In payment plan
In promise
Missing contract data
With credit amount
With email address (including contacts)
With phone number (including contacts)

Active Accounts

Average payment term

Active Documents

More than 60 days overdue and not outsourced

Aging Balance

By account with contact data for representatives
By account with last action
By document (detailed)
Total by company
Total by representative

Check

Accounts that received reminder X
Lead time of disputes
Number of processed procedure steps by day
Recent payments on outsourced accounts
Why is this account in this procedure step?

Current Situation

Open, past due, and not overdue (with percentage)
Open, past due, and not overdue by company (with percentage)

Dashboard

All aging ranges
All evolution: open vs. past due
All statuses

Documents

Number by document status (EUR)
Number by document status and company (EUR)
Number by document status and representative (EUR)

Received Payments

By month
By month and company

Unpaid Revenue

By invoiced month
By invoiced month and company

Customizing a Prebuilt Report

If you want to rename a report, remove the “(EUR)” suffix, or adjust columns and filters for your organization’s currency and reporting needs:

In the Report Library, locate the report and select Copy.
Open the copy under Reports → Dynamic reports.
Rename the report as needed - for example, replace “(EUR)” with your local currency symbol.
Review the selected columns and any advanced filters to confirm they match your organization’s currency and reporting expectations.
Save the report. It is now available as a custom dynamic report that you can edit, schedule, and manage.

Need Help?

If a prebuilt report is not returning expected data, confirm that your tenant’s base reporting currency is configured correctly and that no currency-specific filters have been added to the report definition. Contact the Billtrust Support team for further assistance.