Kolleno's reporting feature allows you to generate reports and share them with multiple team members. You can send reports instantly or schedule them to be delivered automatically at regular intervals.
This ensures your team stays informed about key metrics like aging analytics, customer insights, and payment trends.
One Time - Sending a Report to Multiple Users
Follow these steps to send a report immediately to multiple users:
Steps
Navigate to the Reports tab in Kolleno.
Browse through the available report categories (Aging Analytics, Contacts, Customer Insights, Kolleno Insights, Payments & Collections, or Workflows).
Locate the report you want to send (e.g., "Breakdown by Customer").
Click the Email button next to the report.
Select the users you want to send the report to from the Users drop down list.
(Optional) Apply filters to focus the report data:
Use the Filters option to set conditions (e.g., "Balance due is greater than 1000")
Apply Customer Chasing Status filters if needed
Review your selections and click Send.
The report will be generated and emailed immediately to all selected users with the applied filters.
Scheduling a Recurring Report
To automate report delivery on a regular schedule:
Steps
Navigate to the Reports tab in Kolleno.
Locate the report you want to schedule.
Click the Email button next to the report.
Select the users who should receive the report.
(Optional) Apply any filters to customize the report data.
Toggle the Recurring switch to enable scheduling.
Configure your schedule:
Frequency: Select how often the report should be sent (e.g., Weekly, Daily, Monthly)
Day of week/month: Choose the specific day (e.g., Monday)
Time of day to send report: Set the time in HH:MM format (e.g., 09:00)
Click Send to confirm and activate the schedule.
The report will now be sent automatically to the selected users according to your schedule.
Managing Scheduled Reports
You can view and manage all scheduled reports from a Reports Tab:
Steps
Navigate to the Reports tab.
Click the Report schedule button in the top-right corner.
Review the list of scheduled reports, which displays:
To remove a scheduled report, click the delete icon (trash bin) next to the report.
