Basic reports
Basic reports contain default Excel reports, which are not adjustable. Basic reports are generated whenever the user clicks on the Download button. These reports are based on up-to-date and live data.
Dynamic reports
Dynamic reports can be accommodated to your needs and require a specific license. The dynamic report module takes a snapshot each day at 9 PM (local time), which allows you to report not only on the daily data, you could also create reports based on the data of a week/month/year ago. Even evolution reporting is one of the possibilities.
Please note that the snapshots will only be taken as from the moment your dynamic reporting license was enabled.
If you would like a demo or some more information, please contact collections-support@billtrust.com.
How to access basic reports?
- In the top bar select Reports
- Choose Basic reports in the left menu
How to access dynamic reports?
- In the top bar select Reports
- Choose Dynamic reports in the left menu