To view the Clients in Collections Report, click the App Drawer button then click View All > Reports > Clients > Clients in Collections.

The Clients in Collections Report is a client report that displays clients in collections during the selected date range. Clients are automatically sent to collections when they have a negative account balance beyond your business’s grace period. By default, this grace period is 90 days, but you can request a different limit by contacting Aldous.

This article describes how to view the Clients in Collections Report and provides details of the columns that appear in the report.

Note: This report is only available for businesses that have signed up for Collections.

Summary cards in the Clients in Collections Report

The summary cards at the top of the page provide an overview of the key information in the report.

Summary card	Description
Total Clients	The total number of clients who were sent to collections. If a client was sent to collections multiple times during the selected report period, each time counts towards this total.
Total Amount for Collections	The total overdue amount that will be reported to Aldous.

Headings in the Clients in Collections Report

Heading	Description
Date Added	The date that the client was added to this report.
Past Due Since	The due date of the overdue amount. If the client has made no payments, this is the date that the client’s account balance became negative. If the client has made any partial payments, this is the date of the most recent partial payment.
Location	The business name of the client’s home location. This column is only displayed if your business has more than one location.
Client UID	The client ID of the client.
Client	The full name of the client. You can navigate to the client’s profile by clicking the link in their name.
Street Address	The client’s address.
City	The client’s city, state, and country.
ZIP Code	The client’s ZIP code.
Cell Number	The cell phone number of the client.
Amount for Collections	The amount that will be reported to Aldous to be collected from the client. When the client is in Pending Collections status, this column contains the sum of the client’s Account Balance and Future Obligations columns from the Balance Due Report or from the Billing and Account Balance page of the client’s profile.
Email	The client’s email address.
Status	The client’s current status in collections. Possible statuses are: Pending – The client is eligible to be included in the next report that will be sent to Aldous, but the client’s information hasn’t yet been sent. The report of eligible clients is sent to Aldous on the seventh day of each month. Sent to Collections – The client’s information has been sent to Aldous. Partially Paid – The client has made a partial payment against their outstanding balance. Fully Paid – The client has paid the full amount that was reported to Aldous.
Client Date of Birth	The client’s birthdate.
Client Since Date	The registration date of the client.

Advanced filters in the Clients in Collections Report

Filter	Description
Locations	Use this filter to determine which locations to include in the report.
Client Types	Use this filter to determine which clients to include in the report based on their client type.
Groups	Use this filter to determine which clients to include in the report based on their client group.