Operational Reports
The Reports page provides a summary of collection operations over any time period, helping managers and analysts understand performance at a glance.
Accessing Reports
Navigate to Analytics > Reports from the sidebar. Select a date range and the report loads automatically.
Metrics
The report includes the following KPIs:
| Metric | Description |
|---|---|
| Total Attempts | Number of contact attempts across all channels |
| Contact Rate | Percentage of attempts that resulted in effective contact |
| Fulfillment Rate | Percentage of payment promises that were fulfilled |
| Amount Recovered | Total amount collected through payments |
| Promises Created | Number of payment promises registered |
| Promises Fulfilled | Promises marked as fulfilled |
| Escalations | Accounts escalated during the period |
Channel Breakdown
The channel breakdown table shows per-channel metrics: attempts, delivered, responded, and failed. This helps identify which channels are most effective for your portfolio.
Exporting
Click CSV or JSON to download the full summary for external analysis, BI dashboards, or stakeholder reporting.
API Access
GET /api/admin/reports/operational-summary?start_date=2026-03-01&end_date=2026-03-23&format=json
GET /api/admin/reports/operational-summary?start_date=2026-03-01&end_date=2026-03-23&format=csvSee the API Reference for details.