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Getting started
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Using Chaser software
- Getting Started
- Receivables
- Schedules
- Users
- Manage: General
- Email reminders
- Chasefeed
- Organisations
- Subscriptions
- Your account
- Reports
- Timings
- Templates
- Payment Portal
- Credit Checking
- SMS reminders
- Call reminders
- Late payment predictor
- Payer rating
- Support
- Zapier integration
- Phone calls
- Auto-calls
- Letters
- Monthly statement
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Chaser Collections
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Your account and subscription
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FAQs
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Webinars / Live training
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Video tutorials
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Privacy and security
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Partner program
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Account & Setup (Getting started)
- Free trial
- Tour / Quick start guide
- Setup task list
- Setup tasklist
- Settings
- Adding and deleting users
- Modifying organisations
- Changing organisation names
- 2FA
- Changing your password
- Changing notifiaction settings
- Changing billing address
- Currencies and taxation
- Update payment details
- Subscription
- Plans & pricing
- Cancelling subscription
- Privacy & security
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How to use Chaser
- Call reminders
- Using notification panel
- Dashboard
- Chaserfeed
- Outstanding/overdue graph
- Recent events
- Receivables
- Last scheduled chase
- Chaser now
- Customer page
- Customer tags
- Direct debit
- Invoice dispute marketing
- Invoice page
- Late payment predictor
- Payer rating
- Payment plan
- Quick view
- Intro to ChaserPay
- Chaser Pay
- Using ChaserPay
- Escalating
- Collections page
- Credit checking
- Day Sales Outstanding
- Customer Insights
- Risk report
- Organisation report
- Editing customer statement
- Setting credit limits
- Chasing criteria
- Add and edit schedules
- Adding customers/invoices to a schedule
- Default schedule
- Delete a schedule
- Multi-grouping
- Monthly statement
- Email integration
- How to connect your email to Chaser
- Normal and escalated senders
- Email formatting
- Email settings
- Domain verification
- Chase times
- Template
- Payment portal
- SMS Chasing
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Tips & tutorials
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Troubleshooting & support
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Integrations & APIs
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Partners
Risk report
The Risk report shows a list of your customers, what proportion of your debt they make up and how close they are to reaching their credit limit. For more information on setting default and customer-specific credit limits click here.
![](https://help.chaserhq.com/hubfs/Knowledge%20Base%20Import/chaser.zendesk.comhcarticle_attachments360011045517Screenshot_2020-09-02_at_11.28.25.png)
There are four columns in the report
- Customer Name
- % of Total: Of your current outstanding debt, what proportion of it is associated with this customer
- Outstanding: The current outstanding debt for this customer, including before and after due invoices
- Credit Limit: What is their assigned credit limit (this will be underlined if the customer has been assigned the default credit limit)
- % of Credit Limit: How close they are to reaching/ exceeding their credit limit (If the credit limit has been exceeded, this will display in red)
Display
You can search the risk report using the search bar in the top left corner. This will also display the number of result in your search.
The risk report displays 50 rows per page, you can navigate to the next page using the arrows and numbers at the bottom.
To sort the risk report from A/Z or high/low select the small arrows next to the relevant column title.
Download
To export a CSV file of the risk report select ‘Export’ in the top right corner.