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Report Overdue trend » What is the overdue trend report
The report overdue trend allows to visualize the evolution over time of the performance in debt collection.
It is particularly relevant because beyond the gross evolution of overdue amount per week or per month, it allows to filter them by customer groups, analytical fields and by type of status and status.
This approach highlights the causes of the improvement or deterioration of performance (more or less disputes, typology of customers in financial difficulties, ...) and thus to treat them.
The overdue rate (total, +30 d, +60 d or +90 d) is also displayed as well as the total Accounts Receivable (AR) amount if the check box provided for this purpose is selected.
Like all other reports, it is also filterable by collector and by commercial (or other actor associated with the customers).
It is particularly relevant because beyond the gross evolution of overdue amount per week or per month, it allows to filter them by customer groups, analytical fields and by type of status and status.
This approach highlights the causes of the improvement or deterioration of performance (more or less disputes, typology of customers in financial difficulties, ...) and thus to treat them.
The overdue rate (total, +30 d, +60 d or +90 d) is also displayed as well as the total Accounts Receivable (AR) amount if the check box provided for this purpose is selected.
Like all other reports, it is also filterable by collector and by commercial (or other actor associated with the customers).
The table below the chart shows the overdue trend by customer per week or month depending on the selected option.
It is also possible to display the aging balance on a given date by clicking on the field « Situation on ... » (top right of the screen).