Depending on the iController contract license the reporting module can be used for several useful analysis.
Note: Please contact our support team to receive a price offer if you are interested in upgrading the dynamic reporting module with historic data. This enables you to analyze your financial data and/or actions over time.
Basic reports
The basis reports are available for everyone. The preconfigured reports can be downloaded to Excel. These are the only reports that have live data (the data in iController dating from the last import).
Dynamic reports
- The dynamic reporting module is filled with a data snapshot from 9 PM the evening before (local time)
The report fill of each platform will be ended in the early morning
Because of this, it could be possible that the reports differ slightly from the data in iController/basic reports, which is up-to-date from the last import - It is possible to use existing reports from the report library or to create new or adjust existing reports to your preferences
Report library
- There are over 40 available basic reports in iController
- These can be downloaded to Excel (xlslx), CSV or other formats by clicking on the preferred format:
- To be able to rename the report or modify it (e.g. add a filter, remove or add columns, use the copy symbol
The report will now be available at the bottom of the 'Dynamic reports' list
Dynamic reports
Modify existing reports
- It is possible to adjust the dynamic reports that are created by your own user by clicking on the report title or on the pencil
Delete the report by using the trash icon - When creating a new dynamic report, this is by default 'private'
Make it public (accessible for other users) by clicking on the lock symbolso the symbol changes to
- Reports created by other users appear in the list when the access symbol is open
and can be downloaded by other another user
Other owner's reports can not be adjusted or deleted by another user: use the copy symbolto duplicate the report to adjust and rename it
Note: Contact our support team if there are reports from deactivated users that should be deleted from the dynamic reports list.
Create a new dynamic report
- Click the 'New report' button on top of the dynamic reports page
- Select the base data to create your report
* Active clients: data from all clients with at least one outstanding document in iController (this is a snapshot from the data from the evening before)
* Both active and archived clients: data from both active clients and archived clients can be consulted in the report (this is a snapshot from the data from the evening before)
* Clients > Historical changes: use the report base 'Historical changes' to be able to add the debtor date to the report to compare the client data over time
E.g. The evolution of the total outstanding for a certain debtor over time:
* Active documents: data from all currently outstanding documents in iController (this is a snapshot from the data from the evening before)
* Both active and archived documents: data from both active and archived documents can be consulted in the report (this is a snapshot from the data from the evening before)
* Documents > Historical changes: use the report base 'Historical changes' on document level to be able to add the document date to the report to see the evolution of the document in the report
E.g. The evolution of the document status of a document since the document was imported in iController:
* Channel is used specifically for the dispute module 'Channel' in iController
Contact our support team to receive more information
* User actions: this report base is useful to analyze different user actions in iController on the last days - Fill in the report title
- Drag and drop the necessary columns from the 'Available columns' on the left side to the 'Selected columns' frame on the right side
Change the data category by unfolding the list to be able to select different fields - When clicking the pencil icon after moving the cursor over the selected field, it is possible to rename the column and/or change the layout of the results (e.g. to amount)
When clicking the eye symbol after moving the cursor over the selected field, the column will no longer be visible in the report and the selected column field turns grey (e.g. when you need the field for adding a filter, but there is no need to see it in the report) - To make an adjustment to one of the selected column fields, an advanced column can be created based on one of the selected fields
Click the 'Advanced column' button above the 'Selected fields' and choose a function and the selected field
Rename this new column and uncheck the original field with the eye icon
(E.g. only extra the 'year' from a date field) - To add filters (to be able to show only a selection of the results in the report), click the button 'Add more complex filters' underneath the 'Available columns'
* Filters: it is possible to filter on all selected columns
Change the function from 'AND' to 'OR' if it should only meet one of the criteria
Click the brace symbol to add a sub-level to the filter
* It is also possible to filter by portfolio(s) or user (relevant for reports on user actions base)
* Group: if you group on one of the selected columns, it will concatenate all values into different lines. E.g. Group on debtor name or reference in a report on document level to be have one line per debtor in the report
* Sort: sort ascending or descending on a certain column
* Limit: it is possible to limit the number of results
This can be useful for report evolution over time to limit the number of results instead of user a date filter - Click 'Show example' on top of the page to see the results of the created report
It is possible to change the number of results from 10 to 25, 50 or 100 below the preview - Click 'Save report' on top of the page to save and close the created report
Tip: Use the 'shift' key to select multiple columns at once to drag and drop to the column selection.
Note: It is only possible to filter on the fields that have been dragged into the 'Selected columns'
Note: When using the 'group' functionality, it is important to know that certain results will be merged to one line and a random result may be shown. Use the 'Advanced column' functionality to set this straight (e.g. make a sum).
Dashboard configuration
It is possible to create a graph from an existing dynamic report.
- Click on 'Dashboard configuration' in the left menu
- Click on 'Create new dashboard' on top of the page
- Choose the report and click the
icon next to the title
- Choose the graph type
- Drag and drop the columns in the X and/or Y-axis
- Click show example to see the result
- Click 'add graph to dashboard' to save
- Repeat steps 3 to 7 to add more graphs to the dashboard
- Click on the star icon in the dashboard configuration list to select the created dashboard as your dashboard
- The dashboard can now be consulted when clicking 'My dashboard' in the left menu
To modify an existing dashboard, click on the pencil icon of the dashboard line and use the tool symbol to adjust the graph:

Task configuration
To automatically send a report on a recurring time, it is possible to create a task.
- Click on 'Task configuration' in the left menu
- Click on 'Add new task' to add a new task or use the pencil
to edit an existing one
- Choose a title
- Set the repeat period (daily, weekly, monthly) and time the report should be sent
- Select the type: email or FTP
- Select the file: report of dashboard
- Choose one of the existing dynamic reports or dashboards in the scroll down list
- The file type can be Excel 2007 or other types
- Choose the number formatting (e.g. € 1000 or 1000 €)
- A general template can be created and selected as accompanying email
- The email addresses of the recipients can be added at the bottom of the page
Use thesymbol to be able to add more recipients
Note: The email installed in the task configuration will not be sent when there aren't any results in the selected report.
Note: Contact our customer success team if you desire help building custom reports through consultancy.