Report: Pending Payments
Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)
See the charges given to your Clients in a specified period.
Go to Reports > Clients > Pending Payments:
![](https://d29l98y0pmei9d.cloudfront.net/article/5095/5444d974-a274-44fe-b1c5-3560d215b11e.png)
This report provides statistics on pending and overdue payments.
A window similar to the following will open:
![](https://d29l98y0pmei9d.cloudfront.net/article/5095/9f1e50a9-3cc3-4a44-b3e1-738849c8e679.png)
Filters:
To filter the information in this report, use the filters located above the date:
- By Group: By executive, sales force group, line, origin, country or region.
- Period: Determine the period you want the report to show.
- Team: By sales force Team (System >Catalog >Sales force team).
- Executive: By sales force members (System>Catalog>Sales force members).
- Currency: Shows you the type of currencies you have registered in the system (System > Catalogs > Currencies).
- New Parameter: You can create the filter that you need.
![](https://d29l98y0pmei9d.cloudfront.net/article/5095/dc6f21c6-b4e3-4289-9987-40e631707874.png)
Graph:
![](https://d29l98y0pmei9d.cloudfront.net/article/5095/14ef0b4a-335b-4260-bec9-c55ccc155cf9.png)
- The filtered information will be displayed in the graph.
- If you place the cursor over one of the bars, it shows you the name of the executive and the amount due.
- You can select or deselect the information by clicking on the corresponding colored box so that only the name of the selected executive is displayed on the graph.
- It allows you to enter the detail of the amounts, where you can see which payments are due or will soon be due.
- You can choose between two graphical displays: Stacked column or area map.
Export:
- The detail can be exported in CSV, JSON, or MailChimp as just the data on the screen or all of it.