Organisation report

My Organization report helps you to understand the impact that your credit control function through Chaser is having on your organization.

Last updated: November 08, 2024

Take a closer look at the  graphs under My organization for the last 6 months (examining the data month-on-month) or for the last 30 days (examining the data week-on-week). These graphs hold crucial information about your organizational performance.

By selecting the Export button, you can export the raw data that made up these graphics as a CSV.

Outstanding vs overdue amounts

This graph displays the total amount outstanding at the end of each month and how much is, or was, overdue. The 1-month view of this graph will show the amounts at the end of each week.

Chased amount

This graph displays the total amount you have chased each month. The Last 30 Days view shows the amounts at the end of each week.

For this graph to be generated, you need to have sent chasers. Data for this graph will be generated 24 hours after you have sent your first chase.

Total paid amount

This graph displays the total amount paid due to your chasing in the selected period. 

For this graph to be generated, you must send chasers and receive payments.

Receivables breakdown (Invoices)

This displays the status of all open invoices. Paid invoices will be displayed as per the selected timeframe (30 days or 6 months)

Some statuses can coexist. For example, an invoice could be Collecting and Chasing or Not Chasing, or it could be in Dispute but also Chasing or Not Chasing. Priority is given to the Collecting or Dispute status where this occurs so that each invoice is only displayed once within the chart. 

How are these reports generated?

These reports are updated daily. To ensure these reports' accuracy, ensure that your accounting system has recently synched with Chaser.

As a new organization, the graphs appearing in your My Organization report will be slightly delayed upon first connecting to Chaser. This is because of how we sync with your accounting system. The delay could be up to 24 hours, so check back on the Reports page the day after you first connect.

The graphs use the most up-to-date exchange rate for currency conversions when generating.