Filter and export collections

You can export collections to track them in an Excel file , just select the Generate Report button located in the Collections Panel.

Image 1: List of collections.

Apply collection filters for a given date range, if you select "paid " , you will be able to check the income with the funds deposited in your bank account.

You can run collection filters with the different statuses, this way you can check if there are customers pending payment.

Figure 2: Report generation settings.

Once all the necessary filters have been completed, proceed to save the information by clicking on the Generate Report button and an Excel file with the information on your collections will be automatically downloaded.