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Contacts Reports

Three printable reports over your customers and suppliers: who actually pays late, who has gone quiet, and whose details are too thin to work with. The full list prints from Customers and Suppliers.

What it is

Contacts Reports reads your customer and supplier list back to you. Who Pays Late, Dormant and Missing Details are each their own screen, not tabs on one page, each with its own 📄 PDF and 📊 CSV / Excel buttons. On a phone, tap Reports at the bottom and look under Contacts. On a computer, they are under Reports → Contacts Reports in the menu.

💡Money per customer lives in Sales Reports and money per supplier in Purchases Reports. This tool is about the people rather than the totals, so the same figures are not cut three different ways.

The full list — on Customers and Suppliers

The plain list to print or hand over is on Customers and on Suppliers themselves: the 📄 PDF and 📊 CSV / Excel buttons under each list print it, with phone, email, address and their payment behaviour or terms. Suppliers show their banking details too. Whatever you have searched or narrowed the list to is what prints. It used to be a report of its own here, called Directory.

⚠️This list is other people's personal information. POPIA applies to how you store and share it, so treat the PDF the same way you would treat the records themselves.

Who pays late

When you add a customer you can mark them a good, slow or problem payer. Who Pays Late checks that against what they actually do: it measures the average days from invoice date to paid date on every invoice they have settled, and gives them a measured label using the same three bands — 30 days or under is a good payer, up to 60 is slow, beyond that is a problem.

  • Where the label you typed and the measurement disagree, the row is flagged with what they are currently marked as.
  • Slowest payers are listed first.
  • Each row also shows what they have overdue right now.
⚠️A customer with no settled invoices shows "Not enough history" rather than a flattering zero. It takes a paid invoice or two before the measurement means anything.

Dormant

Customers with no invoice, no quote and no appointment in the last while. Choose the quiet period across the top — 3, 6 or 12 months — and the list shows who has gone quiet, what the last thing was, and how long ago.

💡Customers you captured but never invoiced, quoted or booked appear at the end, marked "never used". They are worth a different kind of call.

Missing details

Which contacts are missing a phone, an email, an address, banking details (suppliers), a payment behaviour (customers) or payment terms (suppliers). The gaps that matter most are flagged with a warning triangle and sorted to the top.

  • No email is flagged in case you send statements or remittances by email — Worklog doesn't send them for you. You can still send one with 📄 PDF.
  • A supplier with no banking details is flagged because you need them to pay that supplier.
  • A missing address is untidy rather than blocking, so it is listed without a flag.
Related guides
Add customers and suppliers →Send a customer statement →Sales Reports →Purchases Reports →
Still stuck? Open the in-app help assistant, or email us at hello@worklogsolutions.co.za.
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