See how statements are delivered and read

Use Statement Activity, Statement Engagement and Statement Collections to see how many statements went out, whether customers opened them, and how much was paid after they were sent.

In the sidebar, open Reports, then Statements, then Statement Activity. The page address is /insights/finance/statements. The other two pages are Statement Engagement at /insights/finance/statements/engagement and Statement Collections at /insights/finance/statements/effectiveness.

Before you start

• Your admin has to give your role permission to view finance reporting, and statements have to be turned on for your organization.
• All three pages share the same Scope filters, and the links between them carry the filters across.

Steps

1. On Statement Activity, set Statement date (start) and Statement date (end). The pages cover statements whose period falls in that range.
2. To narrow it, pick a Branch, a Source account, an Effective account (the account that gets the bill) or a Payer account.
3. Under Delivery state, leave All states or choose Sent, Delivered, Failed, Bounced or Pending. Under Engagement state, choose Viewed or Unviewed to split customers who looked from those who did not.
4. Read Statement lifecycle KPIs, then scroll to Recent statement activity and press Statement detail on a row to open the statement, or Account detail to open the customer.
5. Under Statement activity drilldowns, press Statement Engagement to see who opened, viewed or downloaded their statement.
6. Press Collections Effectiveness to see which statements led to payment and which still need a follow-up.
7. On any page, press Export under Operator actions to queue a file. See Export a finance report.

What you see

• On Statement Activity: Statements generated (with how many are drafts), Statements locked (with how many were sent), Open receivable (with how many statements are overdue) and Post-send payments (with how many statements were paid after sending). Each recent statement row shows its status, the customer, the period and when it was sent.
• On Statement Engagement: Portal views, Downloads, Email opens and SMS clicks for the range. Sent but not viewed lists customers who received a statement and never looked. Viewed but unpaid lists customers who looked but still owe. Recent engagement trail lists the latest opens and views.
• On Statement Collections: Payments after send, Avg days to pay, Effectiveness ratio (the share of the statement balance collected after sending) and Overdue open balance. Converted after statement send ranks statements by money collected. Follow-up segments lists Viewed but unpaid and Overdue without recent engagement customers.
• A green chip under Operator actions says how fresh the numbers are.

If something looks different

• No statements matched the current activity scope.: widen the dates or clear an account filter. Statements only appear once they have been generated. See Generate a statement.
• Multiple currencies in scope: totals stay split until you pick one under Currency focus.
• Check the statement period: the end date is before the start date.
• Customers received a statement but nothing shows as viewed: only portal views, email opens, text clicks and downloads count. A statement read on paper never registers.

Open Statement Activity