Reports

Table of Contents

Main package reports: All Invoice Amounts For Analysis Amounts By Agreement Factoring Client Statement - Vendor (PDF) Factoring Debtor Statement (PDF) PowerBI reports Factoring Volume Advance rate Portfolio age Concentration Purchases and advances Reserve balance

Main package reports:

Soft4Factoring includes a set of built-in reports that cover the essential operational and financial insights needed for daily factoring activities. These reports are available directly within the main system and provide the key information required for monitoring contracts, clients, invoices, and overall performance.

Reports can be exported to Excel, and with the built-in Microsoft Excel Add-In, your report data can be refreshed automatically in real time.

All Invoice Amounts For Analysis

Amounts By Agreement

Amounts By Vendor and Product

Factoring Client Statement - Vendor (PDF)

Factoring Debtor Statement (PDF)

PowerBI reports

In addition to the built-in reporting, Soft4Factoring also offers an extended set of Power BI reports. These Power BI dashboards deliver more advanced analytics, interactive visualizations, and deeper insights, giving users greater visibility into trends, risk, and portfolio performance.