YayPay team released a new feature that is useful for different business purposes. On this page, various reports are available to be created, exported, and edited; also you can adjust privacy settings according to your business needs and let some or all members of your team view the reports. 

The reporting tab can be found in the left bar menu.

To quickly start working with the reports section, there is a "YayPay Sample Reports group" with ready-made examples of reports, use them to adapt to your needs or create your own custom reports on top of these examples. Sample reports cannot be deleted.

YayPay Sample Reports group has 15 report samples in it:

1. AR Specialist Snapshot
2. Adjustments
3. Calls
4. Contacts List
5. Credit Score
6. Credits
7. Customer List
8. Customer Snapshot
9. Disputes
10. Emails
11. Invoices
12. Payments
13. Promise to Pay
14. Tasks
15. Transactions
16. User Activity

Create a new report 

Also see: [Video Tutorial] Report Creation

1. Click on the +Add Report button.

2. Follow the steps in a new popup window:

Step 1: 

Report title: enter the name of your new report

Data Source: choose the source to use for generating the report. 

        Available sources: 

• Adjustment
• Call log
• Contacts
• Customer
• Dispute
• Email
• Invoice
• Open Transaction
• Payment
• Promise to Pay
• Tasks
• User Activity

Report Group: choose one out of two options

Create new report Group - enter report group title in the field below the radio buttons

Add to existing Report Group - choose an existing group from the dropdown below 

Step 2:

Depending on the source you use, you will have a different set of values available to build the report

Select All and Unselect All buttons can help to work with the report creation faster and more conveniently. 

Dimension (default) - fields contain a correspondent value in the report 

Measure - fields contain any type of measurement: AVG, COUNT, MAX, MIN, SUM, COUNT DISTINCT of the values with the correspondent calculations 

Step 3:

Make the report private or public before you click SAVE. 

Managing existing reports 

SAVE REPORT - saves the changes applied to the report 

SAVE REPORT AS - creates a new report using the data from the open report (a copy of the report). When clicking the button, a new window pops up, where the Report title and Report group can be renamed/added.

Export to Excel - an excel file of the report reflected will be downloaded to your device

Select Columns - the columns can be added or removed after the report is created 

There is an ability to hide a column directly from the grid. Click on the "extra" icon in the column you want to hide and click Hide Column. 

If a filter is applied to a measure column, there is no ability to hide the column. You should disable the filter to hide the column. Similar behavior is for charts: if a measure column is used for a chart, it cannot be hidden. 

Actions with report

The following actions with the existing report are available for its author: Refresh, Edit, Delete, Manage Subsidiaries, Report Schedule.

Actions with the existing report available for non-authors: Refresh, Manage Subsidiaries.

Refresh a report

To refresh the data in the report, click on the three vertical dots next to the report name. In the context menu that opens, click on Refresh.

Edit a report

To edit the report data click on "Show more" menu on the right of the report name and select "Edit".

You can edit the name of the report, choose "Create new Report Group" or "Add to existing Report Group", and choose the report status.

Click SAVE, and the edited report will be saved.

Only the author of the report can edit it. However, if you need to edit a report, created by another user, simply save it under a different name (SAVE REPORT AS) and edit the obtained report as required. The original report will not be impacted.

Delete a report 

To delete a report click on "Show more" menu on the right of the report name and select "Delete". Deleting is available only for the authors of reports.

Manage Subsidiaries

To include the data from your subsidiaries in the report, click on "Show more" menu on the right of the report name and select "Manage Subsidiaries".

Select the Subsidiary(s) whose data you want to include in the report, and click "SAVE".

Report Schedule

The "Report Schedule" option can be applied regardless of the fact whether the report is private or public.

You can also set up the schedule for sending reports to other users via e-mails. Only ONE schedule can be set for each report.

In the "Show more" menu select a “Report Schedule” item. 

Add the recipients of the e-mail (up to 20), set the cadence (daily, weekly, monthly on a specific day or date), and specify the day and time. 

The data in the report user receives in the e-mail corresponds to the data which the report contains when generated. The updates made after the e-mail generation will be sent in the next e-mail.

By default, the recipient gets an e-mail in two ways:

• if the size of the attachment is under 25 MB - it is attached as a spreadsheet (zip file) 
• if the size exceeds 25 MB - it is sent as a link

Alternatively, there is a setting allowing to send the reports only in the form of a link: go to Settings > Business and enable the checkbox “Send link to scheduled analytics report” (available only for ADMIN users), and save changes.

Download a report

Click on the "Download to Excel" icon, to export the report to your computer in Excel format. 

You can restrict the ability to download excel reports in Settings > Security Groups.

Security Groups

The access to Reporting module is managed in Settings > Security Groups:

For Admin/AR Specialist user roles:

Reporting module (page) - the ability to restrict the access to the Reporting module for a particular security group

Manage Reporting - the ability to restrict editing, creating, or deleting reports for a security group (only view mode)

Download Custom Reports - the ability to download excel reports can be restricted

For Sales/CS user role:

Restrict Access to Reporting Module (page) -  the ability to restrict access to the Reporting module for Sales/CS users

Restrict Manage Reporting (function) -  the ability to restrict editing, creating, or deleting reports for Sales/CS users (only view mode)