Goal
Access your collection performance data and export case information from the Debitura client portal.
View collection analytics
Click Collection Report in the left menu of your client portal to open the Collection report.
Choose a period in the period selector. The default is Last 12 months; you can also choose This year, Last quarter, Last month or Custom range. There is no separate button to generate the report.
To narrow the report, click Filter, add a condition (for example a country) with + Add condition, then click Apply filter.
Use the tabs Overview, Cases, Countries, Partners and Payments to look at your cases from different angles. You can drill down per country and per partner, and export each table as a CSV file.
Review the figures on the Overview tab:
Cases with a payment, Fully paid and Amount collected - the three headline figures for the cases that started collection in the period
Case outcomes - where each case stands today: Open, Partially paid, Fully paid or Closed for other reasons
Closed cases - the collection rate for the closed cases, and the closing reasons
Collection by start month - how the cases from each start month have developed, month by month
Debt age at collection start - how outcomes vary with the age of the debt when collection started
Which cases the report counts: the period selects the cases that started collection in that period - it is not a list of every payment received during the period. Some cases (for example cases that never started collection or were merged) are not counted, so the report can show fewer cases than your Cases list. If your user can only see certain divisions, the report includes only those divisions' cases.
Amounts in the report are converted to USD so that different currencies can be added together. The Cases tab shows each case in its own currency.
View your dashboard summary
Your main dashboard displays a summary card showing:
Outstanding amounts by currency (from active cases)
Your overall collection rate percentage (from closed cases)
The collection rate shown on the dashboard measures the percentage of the original principal amount recovered. It only includes closed cases and is capped at 100% per case.
View and export your case list
Go to the Cases page.
Use the filtering and sorting options to find specific cases by status, date, debtor, or amount.
Use the export function to download your case data for your records.
From the case list, you can open any individual case to view its full timeline, chat history, files, and current status.
Result
After following these steps, you will be able to:
See your overall collection performance and recovery rates
Understand how your cases are distributed by outcome
Export case data for reporting or record-keeping
Understanding your metrics
Amount collected (Overview) is everything recorded as paid on the cases that started collection in the period, since their collection started. It can include interest and fees, and it is converted to USD. It is not your share of the money and not an amount paid out to you.
Payments received (Payments tab) is the payments recorded in the period you pick, whatever date their case started. It therefore differs from Amount collected: one follows the cases, the other follows the payment dates. Client share on the Payments tab is your part of these payments, after the collection fee.
Cases with a payment counts the cases on which the debtor has paid something since collection started, including cases that are still open. Fully paid is a case closed because the debt was paid in full. Partially paid is a case closed after the debtor paid part of the debt. Closed for other reasons covers every other closing reason, listed under Closed cases.
Collection rate is calculated on closed cases only: (amount recovered / principal amount) x 100%, capped at 100% per case. Only the principal debt amount counts - interest and fees are excluded. So the collection rate can be low while Amount collected is high: Amount collected also includes open cases and any interest and fees paid.
Collection by start month groups the cases by the month in which collection started. Each column shows the share of that month's cases with a payment, or fully paid, counted to the end of each later month. The current month is still in progress, so its figures are marked as "so far".
Exchange rates: amounts are converted to USD with Debitura's daily exchange-rate board. The Cases tab shows each case in its own currency, and the Payments tab shows totals in USD with each payment in its own currency.
Countries and Partners: select a country or a partner to open its own report. Cases are grouped by the collection partner handling the case. A country or partner with only a few cases can change a lot on a single payment, so compare small groups with care.
Reopened cases: a reopened case keeps its original collection start month, so it stays in the same row of Collection by start month. It counts as Open until it closes again, and it is left out of the collection rate until then. Payments already recorded on it still count towards Amount collected and Cases with a payment. If it was Fully paid, it no longer counts as Fully paid in Collection by start month; if it is closed as paid again, it counts from its new closing date.
Later corrections to payments: the report shows current results, not a snapshot of what was known at the end of the period. If a payment is corrected or deleted, or its date is changed, figures for an earlier period can change the next time you open the report, including Collection by start month. On the Payments tab, a changed payment date can move the payment to another period. A CSV file you exported earlier stays as it was when you exported it.
The closing reasons are the close codes, which indicate why each case was closed (for example: paid in full, partially paid, debtor untraceable, or withdrawn by client).
For more context on how cases progress through different stages before reaching these outcomes, see Cases in Debitura.