1. Open the collections report
Choose the period and see the totals: charged, collected and balance, with each charge and payment on its row.
Column filters narrow by concept, collector or client, and the export button takes the result to Excel.
Reports
Contents
The operation's analysis: collections and expenses by period, with column filters and Excel export.
The collections report
Reportes → Cobranza answers how much was charged, how much was collected and who owes, for the period you choose.
The other reports
Besides collections, the system reports expenses by period; the Reportes entry takes you to the first report your permission reaches.
1. The expenses report
Reportes → Gastos mirrors collections for the outgoing side: period, per-concept totals and Excel export.
2. The reports index
The Reportes menu entry takes you straight to the first report your permission reaches; there is no intermediate page to memorize.
Ready to run your collections like this?
Create your institution's account and start with your own data.
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