Report library (what each report is for)
Explanations of individual reports (aging, workflows, payments, productivity, engagement, data quality) and what each one tells you.
15 articles
- Email Engagement ReportView and export detailed engagement data for all emails sent, including delivery, bounce, read, and click activity.
- User Activity ReportTrack individual user performance, communications, and task activity to evaluate productivity and optimise your collections process.
- Bounced Emails ReportEasily identify and track bounced customer emails with details on dates and counts.
- Detailed Aging Report in KollenoBest Report to Match Accounting System Totals
- Detailed Productivity ReportTrack email reply times (in minutes) and task completion in Kolleno Insights.
- Workflow Versions ReportView the full history of changes made to workflows.
- Incorrect Contacts ReportFind and fix missing contact details for existing customers.
- Access Logs ReportTrack internal and customer activity like portal access and PDF downloads.
- Customizing Aging Buckets in the Detailed Aging ReportCustomize the aging bucket intervals in your reports—just contact Support with your preferred setup.
- Defining the customer touch pointsWhat the terms from the Customers Touch Points report mean
- Payment Charges Processed reportFind out exactly what is happening with your Payment Service Providers to easily compare with your ERP data.
- Workflow Impact reportFind out the performance of your workflows for each customer by using this report.
- View the latest note per customer or invoiceView the latest notes linked to all customers and invoices with open balances in an Excel report.
- A/R Aging Detail ReportView a detailed A/R aging breakdown at document level in one report, combining invoices, credit notes, transactions, and journal entries with open balances, due dates, and days late for each…
- Filter Customers by Tag Assignment DateExport customers based on when they received tags from specific categories, enabling time-based reporting for debt collection and other workflows.