Access and download a report on the last recorded actions with customers. The report gives you a bird's eye view of the status of each debtor, based on data from your last synchronisation.
The Detailed Customer Report gives you:
only the customers you've searched for in your filters (search debtors by total overdue and days overdue) or all customers if no filter in place
data from the last synchronisation date and time
the last follow-up communication*, date actioned and who actioned it
the current stage of each debtor in the communication workflow and due date
the last summary note, details and who actioned it
Current Credit Limit, Credit Limit usage, Credit Limit hold based from last synched for each debtor
Current Risk level, Risk Group and Monitoring Status for each debtor
The total balance owing and total overdue balance is included on the report
*Statement emails, invoice copy and thank you emails are not noted in this report
To access the Detailed Customer Report:
Login to your ezyCollect account
Go to the Customers page from the left hand menu
Click on the Filter button and set your search parameters.
Click Save. The page will now show you the group of customers that will be included in the Customer Detailed Report.
To download the Detailed Customer Report:
Click on the icon shown below and your report will be emailed to your user email address. This can take a few minutes.
2. Check your email inbox for the report. The link in the email is only valid for 7 days.
If you want to access this report at a later time, simply download and save it.