Collection - Detailed Report - Smarter Sales & Inventory Management | Zayls

by Zayls
3 years ago
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Knowledge Base Reports | Collection – Detailed Report

Collection - Detailed Report

Collection – Detailed Report provides detailed data of all collected transactions received within a specific date range. The report contains date collected, collection number, date paid, payment mode, bank, and the total amount of money received.

Collection – Detailed Report Overview

Report Filters

  • Collection Date From – This filter will show the collection transactions from the collection date selected.
  • Collection Date To – This filter will show the collection transactions up to the collection date selected.
  • Type – This filter will show the transactions of the selected type.
  • Customer Group – This filter will show the collection transactions of the customer group/s selected.
  • Customer – This filter will show the collection transactions of the customer/s selected.

Collection – Detailed Report Columns

  • Transaction Date – This column shows the dates the collection transactions were made.
  • Type – This column shows whether the collection is from a Collection Receipt or an Official Receipt.
  • Transaction Number – This column shows the transaction numbers.
  • Customer – This column shows the customer of the transaction.
  • Reference Document – This column shows reference document that the collection was done for.
  • Document Date – This column shows the date of the reference document.
  • Due Date – This column shows the due date of the reference document.
  • Duration – This column shows number of days from the document date up to the transaction date.
  • Amount Paid – This column shows the total amount paid per transaction.

Export Collection – Detailed Report to PDF or Excel

  1. In the Collection – Detailed Report, click Export.
  2. There are two Export options: Export to PDF and Export to Excel. Click your desired format.
  3. Upon clicking your desired format, the file will be automatically downloaded to your computer.
  4. You may also view the Export History by clicking View Export History.

Related Article: Collection Summary