What are Kolleno reports?

Kolleno’s reporting feature offers a wealth of data and information presented in an easily understandable format, making it an essential tool for CFOs, Finance Managers and credit controllers. With Kolleno’s reporting, you can gain valuable insights into your Kolleno system, including the Ageing Balance, Collections, Customers, and General sections. The reports are generated from your system data and can be downloaded, sent, or scheduled, allowing you to stay on top of your accounts receivable and make data-driven decisions to optimize cash flow and reduce risk. With Kolleno’s reporting feature, you can have a comprehensive overview of your accounts receivable and gain a deeper understanding of your business’s financial performance.

For more on reporting permissions see Access Reports in Kolleno article.

On the left hand panel, select the Reports tab and it will redirect you to the Reports page in Kolleno - displaying all the available Kolleno reports.

To download a report select the download button for the report you would like download.

The system will send the report download link to the email address linked to the users Kolleno account.

**The link does not expire

Depending on the report select the:

Select the user in your system you would like the report download link to be sent to

Select the time frame you would like the report to cover (if applicable)

To send a report select the send report icon

Select the user in your system you would like to schedule the report for.

Toggle on Recurring

Select the report periodicity depending on the options available.

Select the Frequency the report will be sent.

Open the reporting schedule at the top right of your Screen by clicking on the Report Schedule button.

The reporting schedule gives you insight into: