There are 2 types of reports you can generate:
Company Page Overview - This is a summary of the company at a glance
Complete Credit Report - This is a full report and counts towards your annual report allowance in your subscription
Steps to Access Reports
To access the Company Page Overview:
From the side bar menu select
Risk Insights>Credit search>View Company Page
This will open up a Company page like this:
Then to view the Complete Credit Report:
Select 'View a complete credit report' (remember this will count towards your annual allowance of reports - get in touch with us if you need more)
There are various different debtor reports that are automatically generated using data from your sales ledger. They can be used to keep track of who your biggest debtors are, and the risk they expose your business to.
Aged Debtors Report
A visual representation of the debtor book which describes the volume of invoices by the severity of lateness.
If you're applying for credit insurance or bad debt protection, an aged debtor report could be requested.
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Satago’s reporting suite empowers you to make smarter credit decisions and proactively manage your cashflow. By combining real-time credit risk data with insights from your sales ledger, Satago helps you identify potential risks, prioritise collections, and protect your business from late or unpaid invoices.
Types of Reports Available
Satago provides a range of reports designed to give you a clear, actionable view of your customers’ creditworthiness and your debtor book’s health:
1. Company Page Overview
A concise summary of a company’s key credit information at a glance. This includes credit score, payment trends, outstanding balances, and risk category helping you quickly assess whether to extend credit or take action.
2. Complete Credit Report
A comprehensive, in-depth report that includes full financials, payment history, and detailed risk assessments. These reports use Creditsafe data and count towards your annual report allowance. Use them for critical decisions or when you need a full picture of a customer’s credit profile.
Tip: Access these reports from the sidebar: Risk Insights → Credit Search → Search for the company and select View Company Page.
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For a full report, select “View a complete credit report”.
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3. Credit Summary
Provides a snapshot of your matched customers’ credit risk, including outstanding balances, credit limits, payment delays, and industry benchmarks.
Exportable as CSV or PDF.
Debtor Book & Risk Analysis Reports
Satago automatically generates several debtor and risk reports using your sales ledger data. These reports help you monitor exposure, prioritise collections, and spot emerging risks:
Credit Limit Breaches
Highlights customers who have exceeded their agreed credit limits. These accounts may require immediate attention or a credit hold. Satago notifies you automatically of breaches, but you can also run this report manually for regular reviews.
Aged Debtors Report
Visualises your debtor book by invoice age, highlighting overdue amounts and payment trends. Essential for credit control and often required for credit insurance or bad debt protection applications.
Exportable as CSV or PDF.
Largest & Oldest Open Invoices
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Identifies your biggest and oldest
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outstanding invoices, helping you focus your collection efforts where they matter most.
Exportable as CSV or PDF.
Risk Segments
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Categorises your customers by risk level—from Very Low to Very High Risk—so you can tailor your credit policies and communications accordingly.
Risk Concentrations
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Pinpoints where your greatest risks lie, such as customers with both high risk ratings and severely overdue invoices.
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Enables you
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Credit Limit Breaches
A useful report to identify the customers that have exceeded their credit limit. This may mean that these customers are on credit hold with your company and may require a direct conversation. The system will send you notifications of credit limit breaches automatically, or you can choose to run the report manually for a regular checkup.
Credit Summary
This report shows the basic credit risk level of your matched customers.
Any trends, any outstanding balance, credit limit, average payment delay with you and in the industry.
This can be exported to CSV or PDF.
Top Industry Sector Concentrations
A report which shows how many clients you have in each industry sector and how much is outstanding and overdue for each sector.
Highest Risk Active Customers
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to prioritise follow-up and mitigate potential losses.
Top Industry Sector Concentrations
Shows your exposure by industry sector, including the number of clients and total outstanding/overdue balances per sector. Useful for identifying sector-specific risks.
Highest Risk Active Customers
Lists your riskiest customers, their overdue balances, last payment dates, and recent correspondence helping you focus on accounts that need the most attention.
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Why Use Satago’s Reports?
Smarter Credit Decisions: Make informed choices about who to extend credit to and on what terms.
Proactive Risk Management: Spot potential cashflow issues before they become problems.
Integrated Insights: Access all your risk and debtor data in one place, alongside your credit control and invoice finance tools.
Export & Share: Easily export reports for internal use or to support applications for credit insurance or funding.
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Need Help
For more details on how to access or interpret any report, or if you need additional reports beyond your subscription allowance, please contact our Customer Success team via the Satago Help Centre.