What reports do you generate?
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.
For a full report, select “View a complete credit report”.
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
Identifies your biggest and oldest outstanding invoices, helping you focus your collection efforts where they matter most.
Exportable as CSV or PDF.
Risk Segments
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
Pinpoints where your greatest risks lie, such as customers with both high risk ratings and severely overdue invoices. Enables you 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.
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.
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.