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How do reports work in Aiwyn?

Cassandra Yost
Updated

This article helps you understand how reports function in Aiwyn, who can access them, and how they provide real-time insight across your workflows.

Understanding Reports in Aiwyn

You can access reports based on your firm’s configuration and your assigned permissions. With reports, users may view interactive, real-time insights across Aiwyn products.

  • Monitor engagement activity and onboarding progress.
  • Track accounts receivable and collection performance.
  • Identify failed payments and delivery issues.
  • Understand payment behavior and cash flow trends.
  • Support day-to-day operations, management reviews, and strategic decision-making.

Seeing How Reports Fit Into Aiwyn Workflows

Reports are integrated with Aiwyn’s core workflows allowing users to unlock performance data and optimize outcomes.

  • Engagements
    • Measure engagement letter volume and execution rates.
    • Track adoption of automated engagement workflows.
    • Identify onboarding bottlenecks.
  • Payments
    • Monitor payment volume, methods, and collection speed.
    • Identify failed payments and recovery trends.
    • Understand payer behavior and late fees.
  • Collections
    • Track outstanding accounts receivable.
    • Measure the effectiveness of Smart Statements.
    • Prioritize collection efforts based on aging and risk.

View Available Reports

Using Cross-Workflow Visibility

You can view reports that combine data across multiple areas to see a complete picture of client activity, communication, and payment outcomes.

  • Engagement, payment, and collection data appear together in unified views.
  • Trends are made easier to identify across the client lifecycle.

Understanding What a Report Is

Aiwyn reports are interactive dashboards showing live data from Aiwyn.

  • KPI tiles that display single-value metrics
  • Charts and visualizations
  • Tables with detailed records
  • Tabs that separate different views of the same report
  • Filters that allow you to refine results dynamically

Knowing How Real-Time Data Works

You see the most recent data available to Aiwyn when you view reports.

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