Managely gives users the ability to create their reports using the available column options.
To obtain a report on customers that are past due 61-90 days (delinquent 61-90 days), follow the steps below:
- Click the Customers tab up top.
- Click the three vertical dots (column menu) -> Columns -> checkmark the 61-90 days option -> click Apply:
- Click the three vertical dots to the immediate right on the 61-90 Days column, go to filter, select ‘is greater than or equal to’, type 0.01 and push the filter button.
For convenience, the list can be exported to Excel.
