When viewing Collection reports, you may be looking for a specific Payer’s collection history or for an annual overview. In these circumstances, it would be appropriate to make use of our Merge Reports tool.
To do this, go to Reports and select Custom Reports
Once here, it is important to tick the ‘Include Collections’ box. This ensures all collections (values) will be included.
Now click on the ‘Filters’ box. Using the first drop down, select ‘Due Date’. The second drop down should be ‘Equal or Greater’.
The third box should be the date the report is required.
You then need to add a second filter by clicking on ‘Add Filter’ and, once again, using the first drop down select ‘Due Date’. The second drop down should be ‘Equal or Less’. Then select the desired date in the last field, as before.
Once complete, select ‘Apply Filters’ – the data will appear on your screen. Now you have the option to select ‘Columns’ and take out/include any data that is needed – (note, you will need to keep collection status ticked).
Once you are happy with the data produced, select ‘Export Options’ to a CSV.