Report library (what each report is for)
Explanations of individual reports (aging, workflows, payments, productivity, engagement, data quality) and what each one tells you.
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…