The Payment Plans Above High Balance Threshold report flags accounts currently on a payment plan with a balance above the configured threshold. The threshold may vary based on the organization’s reporting setup.
Use cases: Monitoring high-balance plans, reviewing financial risk, prioritizing account review, and confirming whether plan terms remain appropriate.
How to run the report
1. Log into the Staff Experience.
2. Hover over the Actions menu.
3. Click Reports.
4. Select the Soon to Default Payment Plans report.
5. Click Generate Report.
Report filters
This report doesn't use a date range or filter options. It automatically lists all active payment plans within your organization whose remaining balance exceeds the configured high balance threshold (commonly $5,000, but adjustable per institution). Each account includes a Risk rating based on its missed-payment history, so you can prioritize follow-up.