Open Reports in the main nav.
Period filter
Choose This Month, 3 Months, 6 Months, or 12 Months. The product states clearly: the period applies to activity and recovery. Aged debtors is always a right-now snapshot — it does not rewind to last quarter.
The five blocks
- Aged Debtors (30 / 60 / 90) — accountant-style buckets (not the finer dashboard bands).
- Collection Activity — reminders sent, channel split, replies in the period.
- Recovery Performance — money collected that followed a reminder within 14 days, plus average days-to-pay when known.
- Text Usage — plan text allowance meter. Texts are not available for customers at launch, so this often shows 0.
- Who Owes You — open invoices, biggest first, with oldest overdue age and payment habit notes.
Email this monthly
Each block offers email-on-a-schedule UI, but scheduled emailing is not built yet — nothing is sent to anyone automatically from those controls today.
Use Export CSV / PDF when you need a file for your accountant (see export guide).