Credit control reporting

Live reports on what's owed, who's getting worse and what's been paid.

  • Built using live data from your ERP
  • Can be sent via email, no Trove login needed
  • Build custom and group reports
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Essential

Use saved reports in Trove.

Integrated

Build your own custom reports from ERP data.

Advanced

Report at a group-level.

How credit control reporting works in Trove

  1. 1

    Ready-made reports from day one

    Trove shows your overdue invoices, which customers are improving or getting worse, and what's been paid recently, as soon as you connect.

    Reports update in real time as payments and invoices change in your accounting system, so the numbers are never a day out of date.

    Debtor health report in Trove showing each customer's change in balance and whether they are new, deteriorating or unchanged

  2. 2

    Sent to the people who need them

    Set a report to go out daily, weekly or monthly. Recipients get the figures in an email, with a link to the live view, and don't need a Xero or Trove login.

    On the Integrated plan, reports can go to a Slack or Teams channel too.

    Scheduling a debtor report in Trove to email two recipients every week

  3. 3

    Build your own reports

    Integrated

    Build reports in Trove on the data you already hold: days overdue, customer, contact group, amount outstanding, due date, chase stage, owner or the change in balance week on week.

    Save a report once and it's there every time, with no export to rebuild each Monday.

    Building a custom report in Trove with filters on days overdue and contact group

  4. 4

    One view across your group

    Advanced

    If you run several companies, Trove shows overdue debt across the whole group in one report, with a breakdown by entity.

    Balances in different currencies are converted into one total, so the group figure is ready for the board without a spreadsheet.

    Bar chart of overdue debt by month across a group of companies, with each bar split by company

Resources on credit control reporting

Credit control reporting: common questions

Everything you need to know

What reports does Trove include?

Every plan includes saved reports on overdue invoices, debtor health and recently paid invoices. You can build your own reports on the Integrated plan, and see reports across your whole group on Advanced.

Are Trove's reports live?

Yes. Trove syncs with your accounting system in real time, so reports reflect payments and new invoices as they happen.

Can I send a report to someone who doesn't use Trove?

Yes. Set a frequency and enter their email address. They get the figures in an email with a link to the live view, and don't need a Xero or Trove login.

Can I build my own credit control reports?

Yes, on the Integrated plan. Filter on days overdue, customer, contact group, amount outstanding, due date, chase stage, owner or week-on-week change, and save the report to use again.

Can I report across several companies?

Yes, on the Advanced plan. Group reports show overdue debt across every entity, with a breakdown by entity and balances converted into one currency.

Can reports go to Slack or Microsoft Teams?

Yes, on the Integrated plan. Reports can be posted to a Slack or Teams channel on a schedule.

Related features

See it working on your own customers

See credit control reporting in action.

Saved reports are on every Trove plan. Build your own reports on Integrated, and see them across your whole group on Advanced.

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