How to Generate a Report on the Debt Book (Desktop)
The Debt Book allows you to generate reports for better tracking and accountability. Reports can be exported in different formats and shared via email.
Steps to Generate a Report
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Step 1: Go to the Homepage.
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Step 2: On the side menu bar, click Debt Book.
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Step 3: Click Generate Report.
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Step 4: (Optional) Attach an Email Address where the report will be sent.
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Step 5: Choose the format for the report — PDF or CSV.
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Step 6: Click Generate Report to finish.
Note: Ensure you have a stable network connection to export reports in PDF or CSV format.
Troubleshooting
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Report not generating: Check your internet connection. A weak or unstable connection can interrupt the process.
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Email not receiving report: Confirm that the correct email address was entered. Also, check the spam/junk folder.
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Wrong format issue: Double-check that you selected the correct export format (PDF or CSV) before generating.
FAQs
Q: Can I generate a report without attaching an email?
A: Yes, the report will still generate and be stored within your system. Attaching an email is optional.
Q: What is the difference between PDF and CSV reports?
A: PDF reports are best for viewing and printing, while CSV reports are better for data analysis in spreadsheets.
Q: Can I generate reports for a specific period?
A: Yes, you can use filters within the Debt Book to generate reports for specific dates or customers before exporting.