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Report - Debt collection

Updated

Introduction

This report will show you all members who are in the debt collection process. It also depicts all unpaid transactions of those members. It will be useful to the clubs using the Debt collection module. Go to this article for more information. 

Before you start 

To access this report, please add the following employee permissions to the suitable employee roles in PGM->Reports->Finances->Debt Collection.

  • Reports
    • Finances
      • Debt Collection

Instruction

1. To access the report, go to the PGM -> Reports -> All

2. Find the Debt Collection report by either using the search filter, or selecting the Finances tab. 

3. This will display the filters that can be used to generate the report:

  • Club - Select clubs assigned to members or leave the filter empty to generate a report for all clubs.
  • From / To - Select the date range in which members entered the debt collection stage.
  • Debt Collection Profile - Select desired debt collection profiles or leave the filter empty to generate a report for all debt collection profiles.

4. Press XLSX to generate the report.

 

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